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Direct Investment Bootcamp

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If your firm or advisors need a crash course in direct investments, consider our Direct Investment Bootcamp, a half day course in which we highlight the key characteristics of non-liquid investments, how to avoid regulatory purgatory, and how to start thinking about introducing alternatives to your platform and to your clients.

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Our agenda is customized to each client and generally includes the following topics:

• Introduction to Direct Investments

• Understanding the differences between Direct Investments and liquid Alternative Investments

• Taking a portfolio approach to investing in alternatives

• Anatomy of an alternative investment

• Integrating non-liquid investments into a fee-based practice

• Best Practices: Introducing alternative investments to clients

• Managing key regulatory issues

Need more details? Contact us

We are here to assist. Contact us by phone or email.