Class 12 Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
February 27, 2024 • 11:00AM ET
CFP / IWI / CFA
- In this class, Matt O’Mara, Partner, Insurance Solutions Group, will discuss his views on how alternative investments can be used to help mitigate portfolio volatility at a time of rising market volatility and increased correlation among asset classes. A Q&A session will follow the presentation.
In this class, Matt will cover:
- Why traditional portfolio diversification strategies are becoming less effective, and how alternatives can help tackle the issue
- How not all alternatives are created equal, and traits that can be attractive when seeking exposure to alts
- The importance of factors—such as cash-flow generation and valuation—in private markets and how they can make alternative portfolios more resilient