Mark Petersen, GWG’s Head of Capital Markets, will participate as a panelist during IPAVision 2016 in Chicago.
What: The Investing Multi-verse: How Unique Asset Classes and Strategies Balance Portfolios
When: 1:15 p.m., Wednesday, Oct. 19
Where: Grand Ballroom 1, The Renaissance Downtown Hotel
Who: Mark Petersen, panelist
Financial advisors use all of the tactics available to them to deliver a diversified portfolio that accomplishes the mandate set forth by their clients. To do so advisors must constantly look to alternative income sources, non-correlated assets and tax-advantaged strategies. Learn how asset managers are able to provide a broader range of investment vehicles that move beyond traditional asset allocation and provide an impactful solution for income, tax and return needs of retail clients.