

When 60/40 is No Longer Enough
How Venture Capital captures the opportunities public markets no longer offer
The classic 60/40 strategy between stocks and bonds is no longer sufficient to address today’s wealth management challenges. Alternative assets are gaining prominence in portfolios worldwide, offering new ways to diversify and gain early exposure to innovation.
In this webinar, we will speak with John Bowman, CEO of CAIA Association, about:
Why alternative assets are becoming increasingly relevant in portfolios.
How to avoid the most common mistakes when starting to invest in this asset class.
The role of Venture Capital within a diversified portfolio.
Global trends in private markets and what they mean for advisors and investors.
At the end of the session, there will be a Q&A to address participants’ questions.
A unique opportunity to understand where wealth management is heading and the place alternatives can occupy in this new landscape.