MoneyMasters Course Details
The Do's and Don'ts of Alternative Investments--An Insider's Perspective*
Alternative Investments—often offered in the form of private placements—can provide investors with access to unique investment opportunities that generate attractive returns using strategies and instruments that are not available through standard, publicly offered investments.
Traditionally offered to an elite club of wealthy "smart money" investors, changes to long-standing regulation in the United States means that alternative investments are now being offered to a broader audience of individual investors, many of whom are searching for investment opportunities that are less correlated to the stock market. While the appeal of these unique opportunities and associated potential returns can appear obvious, selecting the right alternative investment can be a daunting challenge even for the most seasoned financial advisor.
In this MoneyMastersSM course, alternative investment specialist attorney and investor, Marc LoPresti, Esq., co-founder, BattleFin Group, LLC, will share insights gleaned from his 20+ years of experience in the alternative-investment space to provide you with must-know basics on understanding alternative investments including: alternative vs. traditional investment options, deal structure, due diligence, liquidity considerations, and portfolio allocation.$139 per person if purchased by May 20; $159 per person if purchased after May 20.