The CFA Society Philadelphia presents: Annual Alternatives Panel: The State of Alts in a Post-COVID Era
People in finance often observe that “alternative” investments - so called because of the niche role they once played for investors - need a new name.
Over the past twenty-five years, alternatives have evolved from a small part of the portfolios of the world’s largest investors into a core holding. Alternative investments - which include non-traditional asset classes such as private equity, private credit, real estate, infrastructure and more - represented just 5 percent of global pension portfolios in 1996. In 2020, they accounted for more than 25 percent.
Join us for a lively panel discussion on the future state of alternative investing post-COVID. Panelists will offer their perspectives on the current state of alternative investment strategies during, and after, the pandemic.
Bennett P. Lomax, President & CEO, Lomax Companies
Andrew Dakos, Partner, Bulldog Investors, LLP
Mike Ryan, CFA, Head of Product Development and Evergreen Portfolios, Hamilton Lane
George Tsetsekos, PhD, Francis Professor of Finance and Dean Emeritus, Drexel LeBow College of Business
Who should attend?
- Business Community