Morningstar Conference 2024 in Chicago, June 26, 2024 - Navigating Non-Traditional Investments
Participants:
- Mike Doniger, iCapital
- Jay Charles, Luma
- Siddartha Oza, Sora Finance
- James Caparosa, Morningstar (Moderator)
Discussion Highlights:
Mike Doniger, representing iCapital, described their approach to non-traditional investments, focusing on private assets and hedge funds. iCapital has expanded its platform to include structured investments and annuities, totaling over $200 billion in assets. They have developed an operating system to help advisors diversify client portfolios with these investment types, aiming to improve overall outcomes. Digital and audio tools have been implemented to...