Financial and investing webinars

Rising to the Liquid Alternative Challenge

Opportunities and Challenges for Advisors

September 24, 2015 • 2:00 – 3:00pm EDT


Register Now For This Complimentary Webinar

This webinar has been accepted by the CFP Board for 1 CE credit. IMCA has accepted this webinar for 1 hour of CE credit towards the CIMA®, CIMC®, and CPWA® certifications
With volatility rising in equity markets, interest rates near all-time lows, and divergent world economies and markets, advisors are looking to liquid alternatives as potential tools for risk management, additional sources of return, and diversification.

Veteran manager Rick Lake shares his key insights into the multitude of strategies in the rapidly expanding universe of liquid alternatives. Drawing on more than 25 years of experience analyzing and selecting alternative managers, he explains what to consider in the ever-changing world of liquid alternatives.

This webcast will encompass strategies and issues from across the universe of liquid alternative investments.

Topics covered will include:

  • Rising to the Research Challenge in “Liquid Alts”
    More Strategies + More Funds = More Choice + More Research
  • Long/Short Equity
    Potential Equity Complement in Lofty Markets?
  • Alternative Fixed Income
    Solution-Oriented Approaches in an Era of Low Yields
  • Global Macro and Managed Futures
    Opportunities, Diversification, and Risks Amidst Global Change
  • Multialternative
    Sifting Through an Eclectic Category of “All-In-One” Solutions
  • The Future of Liquid Alts
    The Evolving Industry and Regulatory Landscape

The Presenter

Rick Lake

Rick Lake

Co-Founder & Co-Chairman of Lake Partners

Rick Lake oversees Lake Partners’ research on mutual funds that utilize alternative strategies and helps direct the company’s team effort in asset allocation, investment research, and multi-manager investment programs.

Read more about Rick


AMG Funds
Aston Funds
Lake Partners