Be a part of host David Bodamer as he sits down with Stephanie Drescher, Apollo’s chief shopper and product improvement officer, to unravel the potential of other investments for wealth advisors.
David and Stephanie discover why Apollo is assured in hitting $150 billion in belongings throughout the wealth channel and why conventional portfolios fall quick with out personal market publicity. They break down the improvements making personal investments extra accessible for advisors and their purchasers.
David and Stephanie focus on:
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The hole in personal market allocations between establishments and people
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Overcoming boundaries to alternate options with modern options
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Apollo’s strategic deal with world wealth and custom-tailored funding methods
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How Apollo’s wealth crew has grown and advanced to higher serve advisors
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Insights into Apollo’s third-party alts partnerships
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A world shift in notion of threat in public vs. personal markets
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The significance of supervisor choice and transparency in personal investments
Join with David Bodamer:
Join with Stephanie Drescher:
About Our Visitor:
Stephanie Drescher is Companion and Chief Consumer and Product Improvement Officer at Apollo, and a member of the Agency’s Administration Committee. She oversees the Consumer and Product Options Group (CPS), which incorporates Institutional Consumer & Product Options (ICPS) and International Wealth Administration Options (GWMS), which seeks to broaden Apollo’s funding choices to an more and more broad base of particular person traders by way of quite a lot of world wealth administration channels. Stephanie can be Co-Chair of Apollo Ladies Empower (AWE), Apollo’s ladies’s community. Previous to becoming a member of Apollo in 2004, Stephanie was with JP Morgan working primarily in its Different Funding Group.
