The wealth management landscape is shifting, and alternative investments are emerging as a powerful RIA tool that seek to promote organic growth and portfolio resistance. As investors demand for access to institutional rates, councilors should evolve their access to stay competitive.
In this episode of Podcast of Wealthstack, Hosti Shannon Rosic, the director of Wealthstack Content and Solutions, sits with Saira Rahman, VP of new investors initiatives in funds, to explore how councilors can utilize the power of alternatives to improve client results.
https://www.youtube.com/watch?v=Oipxa5yc9sy
Shannon and Saira discuss:
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Private market investment evolution and why ria should take into account
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How are you making funds more accessible
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Why the other alpha wave lies in the capital of entrepreneurship and private markets
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The main barriers for alternative investment approval – and how to overcome them
Connect to Shannon Rosic:
Connect to Saira Rahman:
For our guest:
Saira Rahman is the VP of new investor initiatives in the Fund. She is also a board and speaker councilor with 17 years of experience in strategy, payment, modeling and forecasting, financial reporting and interest rates. Saira received the women's women's award NYC Fintech Fintech, was named 30 senior leader forms Fintech (Financial IT), appeared in the top 10 women on the Fintech Energy List.