Seminar: "Using Alternative Investments to Lower Risk and Increase Return"
From the 2011 ICCFA Annual Convention
In your role as an investment steward, it is important that you be aware of the full range of investment vehicles available to your company. Join Pat Severo for an in-depth discussion of alternative investments and their potential to lower risk and increase return, including:
- the different types of alternative investments
- why you should consider alternative investments
- absolute return
- downside protection (with upside capture)
- moderate volatility
Pat Severo is senior vice president of RBC Wealth Management, Beverly Hills, California. An investment advisor since 1985, he holds a license in life and disability insurance and fixed and variable annuities. He holds the Certified Investment Management Analyst designation, offered through the prestigious Wharton Business School of the University of Pennsylvania. He also recently completed the Accredited Investment Fiduciary Program at the University of Pittsburgh.