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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.

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