Build a diverse and resilient portfolio with alternative investments
Watch the panel discussion and learn how to incorporate alternative investments in portfolio construction
Build a diverse and resilient portfolio with alternative investments
Alternative investments across private market funds such as private equity, private credit, real assets and hedge funds are becoming more mainstream and accessible, giving advisers an opportunity to build diverse and resilient portfolios for their clients.
Watch Naomi Finnigan, Head of Investment Solutions at Netwealth, as she interviews experts from iCapital Network and Partners Group to unravel complexities and misconceptions around this asset class.
In the panel we discussed
- the growth and demand for alternative investments
- the benefits of including alternative investments in your portfolio construction
- the different types of private market strategies available
- insights into how financial advisers successfully use alternatives through real-life case studies
- the practical implications and potential challenges of using alternatives
- how you can access these strategies for your clients
Watch the webinar recording on alternative investments
Speakers
Speaker bios
Roberto Cagnati
Partner, Head of Portfolio Solutions
Partners Group
Roberto Cagnati is Partners Group's Chief Risk Officer and Head of the Portfolio Solutions business department, based in Zug. He is a member of the Executive Team, the Global Portfolio Committee, the Global Executive Board, as well as Deputy Chairman of the Private Markets Relative Value Committee. He has been with Partners Group since 2004 and has 19 years of industry experience. Prior to joining Partners Group, Roberto worked at Deutsche Bank Asset Management and Credit Suisse Private Banking in the alternative investment space.
Anastasia Amoroso
Managing Director, Chief Investment Strategist
iCapital
Anastasia Amoroso is a Managing Director and the Chief Investment Strategist at iCapital. In this role, she is responsible for providing insight on private and public market investing opportunities for advisors and their high-net-worth clients. Previously, Anastasia was an Executive Director and the Head of Cross-Asset Thematic Strategy for J.P. Morgan Private Bank, where she identified and invested in emerging technologies and disruptive trends such as artificial intelligence, decarbonization, and gene therapy. She also developed global tactical ideas and implemented institutional-level implementation across asset classes for clients. Anastasia regularly appears on CNBC and Bloomberg TV and is often quoted in the financial press.
Naomi Finnigan (Host)
Head of Investment Solutions
Netwealth
Naomi joined Netwealth in 2021 as Head of Investment Solutions and works with wealth management clients on tailoring Netwealth’s investment solutions for their needs. Prior to this, Naomi was Head of Private Wealth with Nikko Asset Management and previously held distribution and investment roles with Mason Stevens, Deutsche Asset Management, ABN AMRO and Macquarie, covering managed accounts, funds management, derivatives and stock broking.
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