Event
Money Management Institute 2007 Alternatives: Strategies, Sourcing and Intermediary Perspective—What's Ahead?
June 21 2007 · The Yale Club of New York City—New York, NY
Steve Togher, 1:00 PM – 2:00 PM, Panel Discussion
How do you best position alternative investments in your product offerings and distinguish yourself among your competitors?
Panel will discuss the goals, best practices and challenges of implementing alternative
investments for three different portfolio – and investor – types:
1. Broker dealer/advisor will discuss allocation for mass affluent individuals
($2 -$10 million)
2. Registered Investment Advisor will discuss allocation for
ultra high net worth individuals ($10 - $25 million)
3. Consultant or Portfolio Manager will discuss allocation
for institutions ($25 million+)
For more information, please visit Money Management Institute at
www.moneyinstitute.com
