Finding the Right Fit: How to Leverage Alternative Portfolio Structures

Wednesday, October 25, 2017

2:00 pm - 3:00 pm ET








Chris Shaw
Head of Alternatives, DST Systems, Inc.
John Alshefski
Senior Vice President and Managing Director, Head of Traditional Business, SEI
Zach Klehr
Executive Vice President of Fund Management, FS Investments​


Finding the Right Fit: How to Leverage Alternative Portfolio Structures from NICSA


With investors and advisors still interested in the return and correlation advantages of alternative investments, money managers continue to explore product structures for these strategies, including closed-end and actively-managed 40 Act funds as well as non-40 Act funds. Structures with relatively less constraints by way of disclosure, liquidity, leverage and other regulatory requirements have seen increased interest. In this webinar, we will explore some of the market trends in alternatives, such as the variation of product structures, when and why firms decide to enter the alternatives space, and the opportunities and challenges associated with implementing and servicing alternatives.

Chris Shaw, Head of Alternatives at DST, will moderate a discussion with the following industry experts; John Alshefski, Senior Vice President and Managing Director, Head of Traditional Business, SEI Investment Manager Services; and Zach Klehr, Executive Vice President of Fund Management, FS Investments. John and Zach will share lessons learned during their recent experiences around launching new alternative investment products.

By attending this webinar, attendees can expect to gain a greater understanding of:

  • Market trends related to alternatives
  • Characteristics of alternative product structures (40 Act and non-40 Act)
  • First-hand experience with implementing and servicing alternatives

CPE Information

NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry..

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For this webinar:
CPEs Earned: 1
CPE Field of Study: Finance
Program Level: Basic
Delivery Method: Group-Internet Based


For more information, please contact Travis Orton at 508.683.1618.

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