MASTERCLASS: Alternatives
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CIBC Global Asset Management and Franklin Templeton explore alternative investment types, volatility behavior, portfolio integration, evolution, myths, and key trends.
Speakers:
- Dario Di Napoli SVP, Alternatives Distribution at Franklin Templeton
- Meric Koksal, Managing Director & Head, Product at CIBC Global Asset Management
Discussion Points:
- Setting the Scene: The Alternatives Landscape
- Defining Alternatives: What Are They?
- How the Use of Alternatives Has Evolved
- Democratization and Accessibility of Alternatives
- Evergreen Funds Explained
- Common Misconceptions about Alternatives
- Benefits of Alternatives in Portfolios
- Types of Alternatives and Their Roles
- Liquid Alternatives and Hedge Funds
- Alternatives and Asset Allocation
- The Role of Alternatives in a Portfolio
- Alternatives in Volatile Markets
- Current Trends in Alternatives
- Considerations Before Investing in Alternatives
- Advice for Advisors: Introducing Alternatives to Clients
- CIBC Global Asset Management’s Alternatives Journey
- Franklin Templeton’s Approach and Partnership with Advisors
- Supporting Advisors: Education and Asset Allocation
- Future of Alternatives and Technology Integration
- Key Takeaways and Final Thoughts