Alternative Investments Fundamentals

Alternative Investments Fundamentals 

1.0 CLE General Credit APPROVED and 1.0 CFP CE APPROVED

CPA CPE attendance certificates provided

Ryan Kennedy, CFA, Partner and Portfolio Manager at Curi RMB Capital, will present a wide ranging overview of alternative investments. Topics will include defining the universe of alternative investments, why investors may find them appealing, the typical structures and methods used to access alternative investments, characteristics of the most popular strategies, and where the industry may be evolving.

Thank you to our sponsor...

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planing update, sponsor message
8:00 - 9:00 a.m. program

Ryan Kennedy, CFA - Partner and Portfolio Manager

Ryan supports Curi RMB Capital’s private markets strategies, with a focus on private equity and real estate. He examines investments across asset classes and researches new investment opportunities. Prior to joining Curi RMB Capital in 2016, Ryan worked at Northern Trust, the Townsend Group (now an Aon Company), and Morgan Stanley. He earned a B.S. in Finance and a minor in Political Science from Santa Clara University and an MBA from the University of Notre Dame. He is a CFA Charterholder and an active member of the CFA Society of Chicago.

 

PCAM Course ID:591164 

CFP Program ID: 324688

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  After deadline, you may request to transfer of your registration to another individual by emailing dpcepc@navandassoc.com.