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In today's complex market environment, understanding how to effectively integrate alternative investments while managing liquidity constraints is crucial for serving your clients' needs. In this program, we’ll go over how to:
- Evaluate client liquidity needs across different time horizons.
- Develop a framework for alternative allocation decisions.
- Implement portfolio construction techniques that balance return potential with liquidity requirements.
- Apply risk management strategies specific to alternative investments.
Date recorded: July 22, 2025
Speakers: Brian Griggs, Michael Meehan, Molly Huck
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