The Role Of Alternatives In A Balanced Portfolio
Investors are currently facing significant volatility in public global credit and equity markets. The increase in uncertainty has created momentum for self-directed wholesale investors to review and move to protect their portfolio from market volatility. Alternative asset investments are increasingly seen as important for portfolio diversification as they are not directly correlated to stock market fluctuations. Mark Sherwood will discuss:
- What are alternative assets?
- Why alternatives are increasingly popular with sophisticated investors?
- Future of alternatives / data / trends?
- Why diversification is important.
iPartners is reimagining access to alternative assets by providing direct access to alternative investments traditionally available to institutional investors and family offices.
Mark has over 20 years experience in investment markets across a broad range of asset classes. Mark held senior roles at Westpac's private wealth business, most recently as Regional Director North for the Global Investment Services business where he led teams of investment directors providing advice to high net worth investors. Prior to Westpac, Mark worked across the Asian region for several investment banks, including Credit Suisse, TD Securities and ANZ Investment Bank. Mark's extensive financial markets experience includes working with institutional investors, large corporations and ultra high net worth families. His broad asset class experience includes various roles across fixed income credit markets both origination and secondary trading, equity markets, managed funds, ETFs, private debt and equity, as well as institutional real estate investing.