Lessons from Institutional Allocators | EP.13

Episode 13 of the Alternative Allocations podcast series includes Tony's discussion with Will Dillard from Mercer, along with Will hosting a panel with Tony at CAIS Live in Atlanta. Will's experience working with institutions allowed him to share valuable insights into how institutions allocate to capital, conduct due diligence, and consider the benefits of diversification across alternative investment strategies. Tony and Will discuss their respective market outlooks, along with things to consider when allocating to alternatives.  Located in Mercer's Atlanta office, Will Dillard, Senior Principal, Investment Consultant, is focused on working with Private Wealth firms as well as institutional clients.  Will serves as the Senior Strategist within Mercer's Wealth Management segment.  In this role, Will is a resource for clients and consultants when constructing portfolios and ensures that Mercer is addressing client specific needs.  Additionally, Will works closely with Mercer's asset allocation team constructing and maintaining reference portfolios.  Will is also an active member of the Wealth Management Strategic Research Team.   Will holds a Bachelor of Science degree with a concentration in Finance and Economics from the University of North Carolina at Wilmington.  Will also holds the CFA and CAIA designations.   William Dillard, CFA, CAIA | LinkedIn Mercer | Welcome to brighter Building better portfolios with alternative investments: a goals-based framework Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn