Join NuView for our Webinar:
In a time of rising interest rates and escalating inflation, alternative investments should play a huge role in your clients’ portfolios. During this webinar, Richard will discuss the compelling case for alternatives and why the past 60/40 allocation simply will not cut it anymore.
Together, we will take a look at:
- The 60/40 allocation defined
- The growth of alternatives – past, present, and future
- Reasons to invest in alternatives
- Illiquidity premium afforded by alts
- And much more!
This webinar will be accepted by CFP Board to qualify for 1 CE Credit hour. *
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Meet Our Speaker
Richard Hillson
Richard is a financial services entrepreneur and an expert in the field of alternative investments. Over the course of his career, he has helped many investment advisors grow their businesses, serving as a trusted
advisor and gatekeeper to a quality institutional product.
Before founding Hillson Consulting, he co-founded Third Seven Capital, LLC a privately owned, boutique investment bank specializing in alternative investments, and was also CEO of an RIA aggregator.
Richard is a British national who began his career at Barclays Wealth and has since worked with a variety of companies as an investor, banker, strategic advisor, and board director. He studied law at the
The University of Nottingham.
At Hillson Consulting, Richard’s focus is to work with advisors to improve their offerings, particularly relating to alternative investments. This involves educating advisors and their clients on this misunderstood asset class and helping them navigate access to the best-of-breed offerings. Richard regularly writes discussion pieces for leading publications and his educational presentations on alternative investments are CFP CE approved. Richard has recently been asked to adapt his presentations
to be a business school guest lecturer in 2021.