An Alternative View: The Next Phase of Alternatives Adoption

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Webinar Overview

Alternative investing is entering a new phase. As awareness and access grow, wealth manager conversations are shifting from why alternatives? to how should they fit within a portfolio?

Join Timothy Chiang, Senior Vice President and Client Portfolio Specialist at Brookfield's Alts Institute — a global platform delivering research, insights and education to advance understanding of alternative investing — as he shares insights from Brookfield's proprietary Alts Implementation Survey. Drawing on wealth manager and investor perspectives, this session will explore how client conversations are evolving—from education and awareness toward portfolio construction and implementation.

Against a backdrop of concentrated public markets and changing approaches to traditional diversification, the session will examine how wealth managers are thinking about the role of alternatives in client portfolios. It will also explore how expanding access, generational wealth transfer and changing investor expectations are shaping the next phase of adoption.

You will learn how to:

Apply research-based insights on integrating alternative investments into your clients' portfolios
Understand the trends driving increased alternative adoption globally
Navigate generational wealth transfer and the growing influence of female investors are reshaping client expectations and wealth manager engagement
Rethink portfolio construction in an increasingly concentrated market
Support client conversations and implement alternatives with greater confidence with new tools and resources

Presenters

Katrina Lloyd

Editor-in-Chief

Professional Adviser

Katrina Lloyd has been editor-in-chief of Investment Week, Professional Adviser and Cover since December 2019. Previously, she was editor of Investment Week for eight years and editor of sister titles ifaonline.co.uk and Professional Adviser magazine (now combined into www.professionaladviser.com). Katrina started her journalism career at fundstrategy magazine

Timothy Chiang

Senior Vice President and Client Portfolio Specialist

Brookfield's Alts Institute

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