Alternative Investments Summit: Navigating the New Frontier
Tuesday, July 15, 2025
2:00 PM Eastern Daylight Time
This 1.5-hour CE Credit-eligible summit will equip financial advisors with advanced insights into the evolving landscape of alternative investments. With increasing advisor adoption and growing AUM in private markets, this event will explore how technology, data, and product innovation are transforming the way advisors allocate to private equity, private credit, hedge funds, real estate, crypto, and more.
SESSION 1
2:00-2:30 PM ET – Beyond the 60/40 Portfolio: How Alts are Reshaping Wealth Management
Explore the rise of alternative investments as the “third slice” in portfolio construction. How are top advisors integrating alts today to generate yield and reduce risk, and how does real estate typically fit within a broader alts allocation?
Speakers
David Bodamer, Moderator
Editorial Director, WealthManagement.com
Michael C. Hudgins
Senior Managing Director, Research, Hines
Sponsored by
SESSION 2
2:30-3:00 PM ET -- Unlocking Opportunity: The Case for Private Credit in Modern Portfolios
Investors are looking beyond traditional asset classes for more resilient, outcome-oriented solutions. This 30-minute session explores how private credit can be used in portfolios to manage risk and enhance returns. Join us for a look at where and how these strategies can make a real difference.
Speakers
David Bodamer, Moderator
Editorial Director, WealthManagement.com
Garrett D'Alessandro
CEO, Co-CIO, Sandro Wealth Management
Alex Wright
Partner, Global Wealth Strategist, Apollo Global Management
Sponsored by
SESSION 3
3:00-3:30 PM ET – Tax Deferral Strategies for Real Estate
The 1031/721 exchange solution provides investors the opportunity to potentially exchange, on a tax-deferred basis, an active investment in real estate for a passive investment in an institutionally managed portfolio of high-quality, diversified commercial real estate. Our Real Estate Exchange Specialist, Kyle Connor, will provide an update on the 1031/721 exchange requirements, discuss client scenarios for deferring taxes on appreciated real estate and give an overview of the key benefits and reasons to consider syndicated DST programs.
- Provide a broad overview of the 1031 exchange landscape
- Simplify and breakdown the phases in the 1031/721 exchange process
- Give advisors the ability to discuss the benefits of 1031 exchanges with clients to help emphasize the importance of tax and estate planning
Speakers
Shannon Rosic, Moderator
Director of WealthStack Content & Solutions, WealthManagement.com
Kyle Connor
Private Markets Specialist, North America, Invesco Real Estate
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.