Alts Edge Advisor Series: The Expanding Range of Liquidity Options Within Alternative Solutions

Regulatory and market factors have combined to highlight the need for liquidity options in what has historically been illiquid securities. This fundamental client need has given rise to closed end interval funds and Daily NAV REITs in an asset class that has limited liquidity. This will focus on these options and the tradeoff between liquidity and asset class exposure.

Moderator:
Fred Baerenz, President and CEO, AOG Wealth Management

Panelists:
Sean Stephan, Executive Director, FS Investments
Jake Heidkamp, Due Diligence Analyst, FactRight
Justin Milberg, President, Resource Liquid Alternatives