The adviser education initiative from Altegris, a provider of alternative investments, is slated to take place in 10 cities in 2013. The summit is a series of day-long seminars designed to help advisers gain more insight into the role alternative investments can play in a well-diversified portfolio.
Although a growing number of advisers have begun using alternatives, many still need more information. Altegris will be taking its instructional efforts across the country to help the adviser community more effectively utilize liquid alternatives in client portfolios.
Altegris’ in-house experts will cover key facets of the investment decision-making process, from due diligence to identification and implementation of the appropriate blend of alternative strategies.
“Navigating the Alternatives Landscape” and “Allocating Alternatives to Your Clients’ Portfolios” are among the topics. A panel of alternative investment managers will provide an overview of their respective investment styles, including long/short equity, managed futures, global macro and long/short fixed income, as well as a keynote address from an industry leader.
“Altegris has a longstanding commitment to bridging the education gap so that advisers can better understand the role that alternatives can play in a truly diversified portfolio and how different alternative strategies can potentially benefit investors,” said Dick Pfister, managing director and global head of sales and consulting. “With this series, we hope to provide advisers with an invaluable experience that expands their understanding of this important and continually evolving asset class.”
The Altegris 2013 Investment Summit series begins on February 20 at the Hyatt Regency Century Plaza in Los Angeles.
The remaining schedule for the series is: Boston and New York (March); Nashville, Tennessee (May); Denver (June); Baltimore (September); Chicago, Cincinnati and Houston (October); and Seattle/Bellevue, Washington (December).
The Summit is supported by the Altegris Academy, a website launched last year with white papers, strategy pieces, video and interactive tools to empower advisers on all aspects of alternatives.
For more information visit the Altegris site.