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...
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