In this engaging discussion, Gregg Sommer, Mercer’s US Financial Intermediaries Leader, and Neil Blundell, MD at CAIS, dive into the world of alternative investments. They explore how these assets are gaining traction in wealth management, emphasizing the importance of tailored education for advisors. The guests discuss the innovations enhancing liquidity and accessibility, especially evergreen funds, while highlighting upcoming capital flows into private markets. They also touch on the risks and the need for investor education in navigating these complex investments.
