Alternative Investments: Avoid, Tolerate or Embrace?

Join us on June 8, 2021 for a panel discussion with industry veterans regarding how Financial Advisors should approach private markets.

What will be discussed

Investors around the world are relying more and more on alternative assets to play the roles that traditional assets once played in their portfolios. Looking to the future of portfolio construction for investment advisors, there is a need for financial advisors to utilize these assets while understanding the risks and rewards they entail.
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Meet Our Panelists

Get to know the people behind Intact. Our creative and technical team.
Carrie George
Director of Business Development at iownit

Paul Hatch
Managing Partner at Convergency Partners

William J. Kelly
CEO at Chartered Alternative Investment Analyst (CAIA) Association

Are you interested in learning more about private markets?

Join Us June 8th!

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About Us

iownit was founded in 2017 by a diverse group of financial services industry experts passionate about transforming private markets. We believe that the innovation, convenience, and efficiency of public markets can be delivered to private markets as well, and we’ve built our platform to support this digital future.