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Alternative Investments: Avoid, Tolerate or Embrace?


Jun 8, 2021 11:40 AM

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The information provided during the course of this webinar is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor must review an investment strategy for his or her own particular situation before making any investment decision.

Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.

The views and opinions expressed herein, which are subject to change without notice, are those of the presenter(s) or their affiliated companies at the time of publication. Certain data used are derived from various sources believed to be reliable, but the accuracy or completeness of the data is not guaranteed, and no liability is assumed by iownit for any direct or consequential losses arising from their use. The duplication, publication, extraction or transmission of the contents, irrespective of the form, is not permitted.

Investments in private placements, start-up investments in particular, are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Certain requirements must be met to trade private placements on the iownit platform.


Carrie George
Director, Business Development @iownit
Paul Hatch
Managing Partner @Convergency Partners
William J. Kelly
CEO @CAIA Association