Alternative Investments: Institutional Tools for Individual Investors

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Automatic Recording of PL Credits for CFA Montréal Charterholder Members

Once largely reserved for institutional investors, alternative investments are becoming increasingly accessible to individual investors. Private equity, private debt, infrastructure, hedge funds and real estate are opening up new opportunities for portfolio diversification, while also raising important questions about returns, risk, liquidity and regulatory considerations.

Our experts will explore key questions, including:

• What types of alternative investments are now available to individual investors, and through which legal structures?
• Can individual investors expect returns comparable to those of institutional investors, given differences in investment minimums and fee structures?
• Could the democratization of alternative investments reduce the illiquidity premium historically associated with these assets?
• How should investors assess the risk-return profile of alternative investments within an individual portfolio, particularly in light of liquidity constraints and investment horizons?

Join us for this webinar to gain a better understanding of the evolving alternative investment landscape, the new opportunities available to individual investors, and the key considerations for thoughtfully incorporating these investments into a portfolio.

The discussion will take place in English.
The login link will be sent to you the day before the event.
The webinar recording will be available for 30 days after the event for all registered participants.