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Alternatives are flooding the retail market – but do they really deliver on performance? Attend this enlightening event to find out how to make them work for you!

Financial Research Associates is pleased to announce the return of our RetailALTS SM 2nd Annual Advisor & Broker-Dealer’s Forum. We’ve brought this popular event to Boston with a new agenda that reflects the continued growth and development of retail alternative investments over the past year.

Through extensive research, we’ve developed an educational program specifically designed for advisors and broker/dealers looking to expand their alternative offerings. We’ll look at everything from the evolution of alternatives in the retail space to the distribution channels, performance, and strategies behind these investment options.

Our world-class speakers will lead you through the landscape of alternative investments available in the retail market so you can offer your clients a full range of investment options to meet their financial goals.

Topics at a Glance

  • The Rise of Alternative Strategies and Asset Classes in the Retail Portfolio
  • Advisor’s Guide to Accessing Alternatives
  • The Evolution and Design of Liquid Alternative Mutual Funds
  • Gaining Exposure to Alternatives with ETFs and ETNs
  • Long/Short Equity Strategies
  • Long/Short Debt Strategies
  • Lower Volatility/Correlation Strategies
  • Background Check - Due Diligence and Performance Measurement for Alternative Investments
  • Trends in Asset Allocation – Positioning Alternatives within a Portfolio
  • Achieving Diversification through Global Macro Strategies
  • Profiling Illiquid Alternatives- Are They For Everyone?
  • “Alternative” Alternatives- Gaining Steam?

Contact the event managers listed below for more information about how you can participate at the RetailAlts The 2nd Annual Advisor & Broker-Dealer's Forum.

All information in Events In America is deemed to be accurate at the time we add it, and we take steps to verify all details and update our records when new information is provided, but as people, events and circumstances change, we caution users to independently confirm all information. and Events In America LLC make no guarantee of accuracy and assume no liability for inaccurate information.

Conference/Event Dates: 05/22/2013 - 05/23/2013
Conference/Event Hours: 8:00 a.m. to 5:00 p.m.
Classification: B2B
Primary Industry: Banking-Money-Finance
Other Industries: Banking-Money-Finance, Business, General Business, Management/Leadership, Market Research
Estimated Attendance: 150
Previous Attendance: 150
Venue: The Harvard Club
Venue Phone: (617) 536-1260
Venue Type: Indoor - Hotel
Conference Hotel URL:official hotel URL
Sponsorship: Yes
Sponsorship Details: To Sponsor the Cocktail Reception Please Contact Menna Lloyd White at or
(704) 341-2440

Booth Size Booth Cost   Available Amenities
Call for information.   Electricity: n/a
  Water: n/a
  Generator: n/a
  Marketing Vehicles Allowed: Call
Other Booth Sizes Available: n/a

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RetailAlts The 2nd Annual Advisor & Broker-Dealer's Forum

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