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:

FIS is a financial technology company providing solutions to financial institutions, businesses, and developers.  We unlock financial technology to the world across the money lifecycle underpinning the world’s financial system.  Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients to confidently run, grow, and protect their businesses.  Our expertise comes from decades of experience helping financial institutions and businesses of all sizes adapt to meet the needs of their customers by harnessing where reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index. To learn more, visit FISglobal.com. Follow FIS on LinkedIn, Facebook and X. 

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.

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