Unlock the Potential of Alternative Investments: Insights from Industry Experts

With inflation on the rise, many financial professionals are looking to alternative investments to provide strong returns and diversification in order to offset the pressure from today’s market. With such variety of alternative investment strategies, how can financial professionals choose which one is best for their goals?

Join the conversation with TIFIN’s VP of Business Management, Kristen Winther, as she speaks with category experts including: Mike Dowdall, Principal & Chief Investment Officer at Alternative Fund Advisors and Dave Reichart, Client Portfolio Manager for Spectrum Asset Management.

These industry leaders will discuss alternative income and at least two unique strategies that can consider integrating into their portfolios.

Topics covered in this webinar include:

• The rising popularity of alternative income strategies in the modern market;
• Benefits and challenges of supplementing portfolios with alternative income investments; and
• An analysis of alternative income strategies including: preferred securities and private credit interval funds.

CFP®, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by

Kristen Winther – Moderator
VP, Business Management
TIFIN

Mike Dowdall
Principal, Chief Investment Officer
Alternative Fund Advisors

David L. Reichart, CFA, CAIA
Client Portfolio Manager
Spectrum Asset Management

Spectrum Asset Management, Inc. is an affiliate of Principal Global Investors, Spectrum is a leading manager of institutional and retail preferred securities portfolios.

For Financial Professionals/Institutional use only. May not be used with the public.

MM13463 | 05/2023 | 2890986