Topics

• Matt O’Mara, Lead Portfolio Manager, Insurance Solutions Group, and Keith Black, Adjunct Faculty, University of Massachusetts, discuss their views on how alternatives can be used to partially replace investors’ exposure to public equities. A Q&A session will follow the presentation.

  In this class, Matt and Keith cover:

  • What happened to alpha in public equity markets?
  • Can investors truly replace public equity with alts?
  • From theory to practice: What to consider when deploying an equity-replacement portfolio?