Navigating alternatives, illiquidity and LTAFs
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Learning: Structured
Long Term Asset Funds are being launched into the wealth manager and DC pensions space but what do investors need to know about semi-liquid investment vehicles and what lessons can be learned from the investment trust industry? From regulatory oversight, valuation processes and liquidity through to what portfolios are likely to invest in, our experts give their views.
Panelists:
- James Monk, investment director - workplace investing, Fidelity International
- Dr Simon Colson, managing partner, Moortown Capital
- James Lowe, sales director - private assets and investment trusts, Schroders
Learning Outcomes:
- Explain the structure and regulatory framework of LTAFs by identifying their key components and regulatory requirements
- Analyse the role of LTAFs in pensions and private wealth management by reviewing three practical examples
- Evaluate the impact of illiquidity risks by comparing lessons learned from hedge funds and investment trusts
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