Democratizing Alternatives for the Advisory Channel

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About This Episode

Alternatives have long been a cornerstone of institutional investment portfolios for their higher returns, lower volatility and diversification, but have historically been difficult for individual investors and financial advisors to access. In this episode, Andrea Mody, head of alternatives for Macquarie Asset Management’s Client Solutions Group, will discuss her firm’s efforts to democratize access to institutional-quality diversified private markets solutions for investors. We’ll delve into the increased demand from individual investors, the challenges that financial advisors face in meeting that demand, and Macquarie’s efforts to provide advisors with the resources, education and tools they need to provide their clients with access to alternative investments.

About Our Guest

Andrea Mody joined Macquarie in 2007 and leads Macquarie Asset Management’s (MAM’s) dedicated team building alternative products for the high-net-worth investor market in the Americas. Prior to this role, Andrea co-led the team responsible for building and deepening MAM’s institutional client relationships. Andrea has extensive experience in fund formation, capital raising and investor relations across MAM’s private real assets funds globally.

Show Notes

Here is a link to the Macquarie home page and a link to the Macquarie investments page, where you can learn more about its suite of investment products, including the alternative strategies we discussed. Here is a link to the Sharpe Advisor resource that Andrea mentioned in the podcast.