Alternative Investments for Financial Advisors | EP.12

In episode 12 of the Alternative Allocations podcast series, Tony and Daniil discuss the greater focus on alternative investments by asset managers, the wealth management community, and individual investors. With the development of new structures and increasing access to these investment options, they consider the evolution of the industry and both foresee an ever-increasing adoption of alternative investments in the coming years. Daniil is a director of Cerulli's Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on alternative investments. Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC's investment bank. Daniil is a CFA® Charterholder and holds the FRM And CIPM designations. Daniil graduated from Baruch College with a B.B.A. in Finance and Investments. Daniil Shapiro, CFA | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn