Fee-Based Alternative Investments & Alkymi Product Demo with Patrick Vergara | RIA Labs

Get on demand access to the replay from RIA Lab’s Workshop on Fee-Based Alternative Investments from Sep 22, 2022

The RIA industry is maturing and growing, and so is the need for new strategies and tactics to efficiently operate your RIA practice. 

In this quarter’s RIA Labs Workshop, you will learn more about fee-based alternative investments, and how to deliver on them without having a Series 7. Hear from advisers who use alternatives extensively in their practice on how they're able to deliver these alternative investment strategies to their clients without having a Series 7. Additionally, see two product demonstrations in action and learn how they can help your business.

On Demand Agenda:

Opening Remarks


Jeff Benjamin, Senior Columnist, InvestmentNews

Fee-Based Everything: Alternative Investments


Chuck Failla, Founder & CEO, Sovereign Financial Group

Travis Conlan, Regional Director, Hines Securities Inc

Devin Iafelice, Vice President of Private Markets - Capital Solutions Group, First Trust Portfolios

Abigail Rosen, CFP®, MS, Partner and Wealth Advisor, RegentAtlantic

Alternatives 101: Client Conversations and Due Diligence


Zoë Brunson CFA, Chief Investment Strategist & SVP of Platform Investment Strategies, AssetMark

Tom McCarthy, SVP Sales Strategy, Assetmark

Eric Mueller, Director & Product Strategist, BlackRock

Kunal Shah, Managing Director and Co-Head of Research & Diligence, iCapital

FinTech Demos

Learn about the latest offerings and updates from AdvisorEngine and Alkymi. 

FinTech Q&A


Kathy Crowley, Senior Business Development Manager, AdvisorEngine

Patrick Vergara, Head of Product & COO, Alkymi

Closing Remarks


Jeff Benjamin, Senior Columnist, InvestmentNews

Access now