Alternative Investments – Planning for Efficiency and Greater Access in 2016
Overview
As families, family offices and advisors focus on refining their 2016 investment strategy, this is a critical time of the year to reflect on where you are pursuant to your investment goals as well as to identify where you want to go in the year ahead. It also becomes the optimum time to assess emergent strategies that can help you more effectively achieve your investment goals in the coming year.
Matt Brown, Founder and CEO of CAIS–provider of alternative investments product education and technology platform solutions to family offices and advisors around the world–and CAIS’ strategic partner, Mercer Consulting, joined us as they shared a comprehensive 2015 market recap and their outlook for 2016. As part of the dialogue, Matt and team highlighted the implications of deploying premier alternative investments product information, analysis and transactional capabilities as a means of leveling the playing field for family offices and advisors in meeting their evolving alternative investment needs.