Behind the Influx of Institutional Managers to Retail Channels
Advisors and their clients have seen a virtually unprecedented influx of institutional managers into the Portfolio Diversifying Investment (PDI) space. As traditional institutional managers look to retail capital raising opportunities, we will explore how advisors can best position themselves for the efficient use of institutional asset managers.
Martel Day, Principal, NLR Advisory Services
Bill Miller, President and Chief Executive Officer, CCO Capital, LLC,
Chris Milner, Head of Investment Management, Cantor Fitzgerald
John Palmer, Director, Corporate Credit, Guggenheim