February 17 - 19, 2025|Las Vegas, Nevada
Questions? Call: 1-800-970-4355

Keynote Presentations

Thurs., Feb. 22, 9:45 AM - 9:55 AM PST

How a Small “Alternative” Allocation Can Have a Big Performance Impact

Many investors prefer the long-term predictability and consistent results of conservative stock and mutual fund investments. But even a small allocation to “alternatives” can yield a big performance impact. Sometimes just steering 10% or 15% of your portfolio to a high-quality, proven alternative investment can increase your overall portfolio performance by 25% to 45% while maintaining a conservative risk profile. At this session, you’ll learn how that’s possible—and better understand the gains that can be generated from alternatives. 

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Scott Gerhardt
Director of Investor Relations
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