Day 3: Thu May 20 – Learning from US Liquid Alts: 40 Act Funds 

Topics:

• 40 Act Structure overview
• Product trends - strategies available in US
• Advisor reception & adoption
• Asset allocation integration
• Growth history & projections
• Factors for success in product and distribution

• Manager decisions on launching liquid alts

Panelists:

• Shana Sissel, Chief Investment Officer, Spotlight Asset Group, Inc.
• Terry A. Simpson, BlackRock Alternative Investments - Head of Wealth Strategy for the Americas, BlackRock
• Daniel C. Chung, Chief Executive Officer, Chief Investment Officer and Portfolio Manager, Fred Alger Management, LLC

Moderator:

• Kripa Kapadia, Director, Client Portfolio Management, RPIA