MASTERCLASS: Alternatives
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BMO Global Asset Management and Bellwether Investment Management discuss how investors can use private markets and evergreen funds to enhance portfolio diversification, manage risk, and achieve long-term growth.
Speakers:
- Alexander Singh, Managing Director, Head of Alternatives Partnerships at BMO Global Asset Management
- Bob Sewell, CFA®, CPA®, CFP®, Founder and Chairman at Bellwether Investment Management
Discussion Points:
- Role of Alternatives in Portfolios
- Diversification and Private Markets
- Evaluating Alternative Managers
- Portfolio Construction with Alternatives
- Not All Alternatives Are Created Equal
- Liquidity, Vintage Selection and Portfolio Fit
- Manager Selection, Pitfalls, and Popularity Challenges
- Evergreen Funds: Structure and Advantages
- Inflation Protection and Alternatives
- Liquidity Considerations in Private Investments
- Evergreen Product Positioning at BMO
- Fees in Alternatives and Global Diversification
- Legacy, Life Outcomes, and Alternatives
- Closing and Final Thoughts