Expanding Your Clients’ Portfolios in 2025
What You'll Learn
Join Brandon Hall, Research Analyst from J.P. Morgan Asset Management for an in-depth webinar tailored to financial advisors seeking to diversify client portfolios with alternative investments. As traditional 60/40 stock-bond allocations face challenges in the current market…
Tom Dickson
Financial Experts Network
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Join Brandon Hall, Research Analyst from J.P. Morgan Asset Management for an in-depth webinar tailored to financial advisors seeking to diversify client portfolios with alternative investments. As traditional 60/40 stock-bond allocations face challenges in the current market environment, alternative investments are gaining prominence for their potential to enhance returns and reduce portfolio volatility. This session will explore key alternative asset classes, including private equity, real estate, hedge funds, infrastructure and direct lending, drawing on the latest insights from J.P. Morgan’s Guide to Alternatives. You’ll learn how these assets can offer diversification benefits, uncorrelated returns and income generation, providing solutions that meet your clients’ long-term investment goals.
Brandon will discuss the current landscape of alternative investments, the role they play in multi-asset portfolios and how to effectively integrate them based on client needs and risk tolerance. From understanding the unique return profiles and risks to identifying opportunities in real estate and private equity, this webinar will equip you with the knowledge to help clients navigate the evolving alternatives space. Don’t miss this opportunity to deepen your expertise and offer innovative strategies that go beyond traditional investment approaches.
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.