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The Rise of Semi-Liquid Alternative Fund Investments
Includes a Live Web Event on 03/19/2025 at 10:00 AM (EDT)
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Join us for an insightful webinar to explore the evolving landscape of semi-liquid alternative fund investments, a rapidly growing segment that blends attributes of both mutual funds and alternative investments.
Our panel of industry leaders will provide deep insights into hybrid funds that combine key features of mutual funds and alternative investments, highlighting why these innovative structures are gaining traction among specific investor segments. Additionally, we'll explore emerging trends and future developments shaping this dynamic investment landscape.
We will discuss key product characteristics, investor considerations, regulatory requirements, and anticipated developments in the market. The session will conclude with a live Q&A, allowing attendees to engage directly with our panelists.
Learning Outcomes:
By the end of this webinar, participants will:
- Gain a comprehensive understanding of semi-liquid alternative fund structures and their investment attributes.
- Explore why these hybrid products are gaining traction and the types of investors they are best suited for.
- Identify potential risks, liquidity considerations, and regulatory requirements associated with these investments.
- Examine real-world examples of semi-liquid alternative investment strategies and discuss emerging trends in the space.
Target audience:
This webinar is designed for professionals in the financial services industry, offering diverse perspectives from:
- Asset managers overseeing alternative investments.
- Investment consultants advising institutional and high-net-worth investors.
- Investment recordkeeping system and service providers supporting fund operations.
This program is sponsored by FIS:
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: Finance
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.
Please note by registering for this webinar, you are consenting to Nicsa sharing your information with the sponsor of this webinar, who may subsequently contact you. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.
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Mike Melles (Moderator)
Senior Director, FIS Transfer Agency Solutions
Mike is a Senior Director at FIS and is Head of Product Management. Mike has over 30 years’ experience in global transfer agency. In his current role, Mike is responsible for monitoring industry trends, regulations and consult with clients to determine the important updates required with the software and services we provide to many leading organizations in the financial services industry. Mike also serves on the Investment Company Institute’s Broker-Dealer Advisory Committee and the Board of Directors of the Nicsa organization. Mike holds a Bachelor of Business Administration degree from the University of Iowa and an MBA from University of St. Mary’s University.
Key:
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