RESOURCES

In our latest episode of the What's the Alternative Podcast, host Shana Orczyk Sissel and Mario Valente tackle the recent headlines surrounding private credit!

The surge of advisor interest in alternatives has led many asset managers to accelerate their RIA distribution efforts. Yet, selling private credit, private equity, hedge-fund strategies, and interval funds to RIAs is rarely a fast-moving transaction. Deals close when the relationship is built on trust, alignment of goals, and communication, while remaining patient through the diligence, operations, compliance processes.

What's your take on using options? Options can offer a unique chance to boost your returns with limited downside—an investment opportunity that’s far from ordinary. Catch Vinay Tolia and Shana Sissel as they dive into the world of options and structured notes!

Key Points: The June 3, 2020 guidance permits 401(k) plan fiduciaries to include private equity as part of professionally managed investment options, such as target-date funds. This opens the door for other alternative investments, including real estate, hedge funds, and potentially cryptocurrencies, in 401(k) plans. Implementation is not mandatory and may take years to become widespread.

CAIA Association Guest Post