The wealth management landscape is undergoing a profound shift. Alternative investments—once reserved for institutions and ultra-high-net-worth investors—are rapidly migrating into retail portfolios. But what does this evolution really mean for advisors and investors?

Join CFA Society San Francisco for a luncheon featuring Michael Ross, financial advisor and author of The False Hope of Global Diversification. This session offers a deep dive into the practicalities of the "alts revolution," moving beyond the hype to examine how private markets actually fit into a modern diversified strategy.

Key Discussion Topics:
  • How product innovation and regulatory developments are reshaping the definition and expectations of the accredited investor.
  • Practical strategies for integrating alternatives without compromising portfolio liquidity or reporting clarity.
  • A data-driven look at common myths surrounding private market diversification in volatile cycles.

Whether you are managing high-net-worth client accounts, refining your firm’s investment framework, or navigating your own investment strategy, this luncheon provides a clear view into where the market is heading. Connect with fellow investment professionals for an engaging discussion on the future of private market integration.

Speaker

Michael Ross

Michael Ross

Financial Advisor, Just Build Wealth

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Agenda

  • 11:30 AM - Arrival and Registration
  • 11:45 PM - Keynote Presentation & Luncheon
  • 12:45 PM - Networking & Discussion
  • 1:30 PM - Event Concludes

This event is sponsored by

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