In this session, we’ll explore the challenges and opportunities of navigating rapid growth of Alternatives in an increasingly complex market – across pre-trade, trade, and post-trade environments.  As client demand and advisor interest soar, the introduction of new entrants and evolving products has led to a fragmented and operationally fragile environment. Join us as we unpack the core operational and technological hurdles facing the industry today.

Learning Outcomes

• Identify key client/advisor onboarding, operational, and scalability challenges.
• Understand the risks posed by insufficient: onboarding experience, compliance controls, automation, and expertise.
• Explore how an integrated operational and technology solution can support growth while maintaining consistency and control.
• Evaluate when to outsource vs. building capabilities based on business needs.
• Learn how SS&C ALTSERVE BPO and ALTSERVE Connect can provide flexibility and stability during high-growth phases.

Target Audience:
Asset and Wealth Management Professionals Focused on Alternatives
Financial Advisors and Client Relationship Professionals
Risk and Compliance Officers
Technology and Automation Strategists

This program is sponsored by:

CPE Credits Redeemable with NASBA

Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 

CPE Field of Study: Specialized Knowledge (Technical)

Program Level: Basic 

Delivery Method: Group-Internet Based

Advanced Preparation: None 

CE Credits Redeemable with Investments & Wealth Institute™ (IWI)

Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI) for continuing education credits applicable to CIMA®, CPWA®, RMA®, and CIMC® certifications. This 60-minute webinar has been pre-approved by IWI for 1 CE credit.

To redeem your CE credit, you must self-report your participation by visiting the Investments & Wealth Institute™ website: https://investmentsandwealth.org. Following the conclusion of the webinar, please enter the program date, program ID, program title, and Nicsa as the sponsoring organization. Nicsa will not report your participation on your behalf. 

The Investments & Wealth Institute™ has final authority on the acceptance of individual courses for CE credit. If you have any concerns or complaints regarding registered sponsors, you may submit them via the IWI website: https://investmentsandwealth.org/contact-us.

CPEs Earned: 1 

Continuing Education Topic: Traditional and Alternative Investments

Program Format: Live Webinar 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Lilly Bahmani at info@nicsa.org

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