Alternative investments in wealth portfolios: What belongs, what doesn’t, and why, 22.10.2026

Members and non-members event

date & time

22/10/2026 6:00 pm EEST

This CFA Institute Research and Policy Center webinar focuses on the practical questions. Kelly DePonte, Managing Director, Kelly DePonte Advisory LLC, Daniil Shapiro CFA, Director, Product Development, Cerulli Associates and Peter Hecht, Managing Director & Head of the North America Portfolio Solutions Group, AQR Capital Management, bring direct practitioner perspectives on how to evaluate alternative investments for wealth clients, what drives portfolio fit, common allocation challenges, and how to make the case with confidence. As moderator Rhodri Preece, Senior Head of Research, CFA Institute.

If you advise clients on portfolio construction or oversee alternative allocations, this session can help strengthen your approach. 

CFA Institute members can self-report 1 PL credit for attending.