Presenting private markets: Introducing alternatives to your clients and business with confidence – Nuveen – 10.10.24

Presenting private markets: Introducing alternatives to your clients and business with confidence - Nuveen - 10.10.24

Overview:
Title: Presenting private markets
Date: Thursday, October 10, 2024
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Staying ahead in this business means offering solutions that set you apart. The landscape of private market investments is evolving rapidly, presenting unique and compelling opportunities that advisors can leverage to enhance their clients’ portfolios.

In this program, we explore introducing private markets into your practice with confidence, effectively communicating their value to your clients, and considerations around implementation. Along the way we’ll provide practical tips and insights to support you in starting these important conversations.

Key takeaways:

  • Articulate the power and potential of alternative investments
  • Successfully engage clients and prospects on important private market | alternative investment concepts
  • Understand the considerations around implementation specific to private markets

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Michael Meehan, CFA® Michael Meehan, CFA® Portfolio Strategist, Managing Director, Nuveen

Mike has over a decade of experience building multi-asset portfolios across public and private markets. As a senior member of Nuveen’s Portfolio Strategy and Solutions team, he develops and delivers custom analytics, thought leadership and portfolio construction views to investment advisors and their clients.
Maxwell Osborne Maxwell Osborne Alternatives Business Development, Managing Director Nuveen

Max is responsible for business development within the Alternative Investments sales team of Nuveen. He has over 20 years of sales experience beginning his career as an independent financial professional based in Redding, Connecticut.
Intended for financial professionals.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

Nuveen, LLC provides investment solutions through its investment specialists.

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