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26 June 2024 | 10:35 AM - 11:45 AM

Navigating Non-Traditional Investments

Non-traditional investments are growing, it’s imperative to stay ahead of the curve to meet future client demands. Join us in a panel focused on alternative investments and cryptocurrencies, gaining insights into their real-world applications, the evolving markets they shape, and their transformative potential for empowering diversification.

Speakers

SVP, Platform Partnerships Manager

James Caparosa

SVP, Platform Partnerships Manager
Morningstar Inc.
Head of Retirement Solutions

Jay Charles

Head of Retirement Solutions
Luma
Senior Vice President, Partnerships

Mike Doniger

Senior Vice President, Partnerships
iCapital
Co-Founder/Co-CEO

Siddhartha Oza

Co-Founder/Co-CEO
Sora Finance