What are retail investors’ investment preferences today and how do they differ between the different types of investor (Family Office, HNW, mass affluent, millennials, baby boomers, etc.)? Is there a difference in how they view investments in the current macro-economic environment and at this stage in the market cycle? What are notable trends in product structures and asset types being preferred by the different investor types? Who’s opting for public vs. private markets? How important is a product sponsor’s name? Track record? To what degree will the election year impact investment choices? Are ESG/sustainability-focused investments gaining traction in any group? And with new distribution channels and innovative technology broadening the range of methods by which to invest (via IBDs/RIAs/online technology, etc.), what are the different retail investors opting to do? How can product sponsors better position themselves to penetrate the different retail investor groups? What should IBDs/RIAs add to their platforms for their client base? Engagement and communication strategies?
** This session contains presentations. Presentations will be made available to conference registrants starting first day of the conference.