Portfolio Management and Product Track — Panel 4: Proliferation of Private Markets and Alternative Investments
Date & Time
Wednesday, November 10, 2021, 1:30 PM - 2:15 PM

Democratizing alternative investments is much more than just a catchy slogan. Pre-IPO platforms are proliferating, as are global fintech firms that connect wealth managers and their clients to private markets. Wealth managers need to determine the safest and most efficient approaches to integrate these offerings onto their platforms, or they will potentially lose market share to those who can. This panel will seek to:

  • Crystallize the main opportunities and challenges for wealth managers
  • Frame the best end-to-end technology solutions wealth managers can deploy to better capitalize on the opportunity
  • Demonstrate how democratization of private markets and alternatives has the potential to differentiate and transform wealth practices
Wally Okby