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UID:8840-1777537800-1777561200@imeaconnect.com
SUMMARY:Alternatives Roundtable
DESCRIPTION:The IMEA Alternatives Roundtable\, hosted by Morningstar Wealth\, brought together senior leaders from across the investment management industry for an interactive\, peer-driven discussion on the expanding role of alternative investments. \nThroughout the session\, participants explored the strategic\, operational\, and distribution considerations shaping how firms are approaching alternatives as adoption continues to grow across investor segments and portfolio strategies. \nKey Discussion Themes\nThe Roundtable featured candid\, practitioner-led dialogue focused on the forces driving momentum in alternatives and how firms are evolving in response. Discussions centered on product innovation\, distribution strategy\, platform access\, and the structural requirements needed to successfully deliver alternative strategies to investors.  \n\nProduct development processes\nFee structures and considerations\nPlatform availability and access\nWholesaler & advisor education\nIncorporating alternatives into model portfolios\nLiquidity challenges and solutions\n\nWhy It Mattered\nAs alternatives play an increasingly important role in portfolios\, firms are navigating added complexity across product\, distribution\, and operations. This Roundtable provided a trusted forum to exchange perspectives\, share practical approaches\, and explore how peers are adapting strategies to support continued growth. \nThe session reinforced IMEA’s role as a convening authority\, bringing together practitioners for open exchange\, actionable insights\, and meaningful dialogue on the future of alternatives.
URL:https://imeaconnect.com/event/alternatives-roundtable/
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