Aequitas Capital Partners has partnered with Circle Squared Alternative Investments to provide training and education to Registered Investment Advisers via the ACP Alts Academy.
The academy will will provide the advisor community with educational seminars focusing on alternative investments, strategies, and solutions to meet the demands of high-net-worth investors.
The inaugural ACP Alts Academy webinar for ACP members, powered by the CSQ Institute, with be held on 13 January, 2015, and will be hosted by Jeff Sica, CIO and founder of Circle Squared Alternative Investments. Key topics include Circle Squared's 2015 outlook for alternative investments. In addition, Sica will provide his thoughts on how the modern portfolio theory is no "longer modern," and discuss asset allocation issues and the Endowment Model.
"We are excited to have chosen Jeff Sica and Circle Squared Alternative Investments to lead the RIA training and education for the ACP Alts Academy," says Keith Gregg, President of Aequitas Capital Partners. "After much deliberation and exploration of other sources we believe that there is no one better than Jeff or his firm. With nearly two decades of experience of domain knowledge and subject matter proficiency in alternative investments, not to mention real life as a practicing Registered Investment Adviser to high-net-worth investors and family offices, this is a huge win for Aequitas and the advisor community at large."
Alternative investments, a long time staple of institutional investors such as pensions, endowments, and foundations, are becoming increasingly popular among retail investors, especially those with wealth created through private investments such as private equity in their own businesses.
Circle Squared recently launched the CSQ Institute to provide what they believe is the best-in-class education and training to financial advisors on the broad spectrum of alternative investments. The goal is help advisors better understand various types of alternative investments and teach them how to perform diligence on them. The Institute will also offer recommendations for the integration of alternative investments into client portfolios.
"We want to empower the advisor community to participate in the projected growth of alternatives and enhance their value to their clients through improved knowledge around these investments," says Jeff Sica, CIO, Circle Squared Alternative Investments. "The great benefit of this partnership is advisors will now have the ability to use the education and training to construct better performing portfolios."
The ACP Alts Academy seeks to equip advisors with the necessary knowledge to position alternatives in a portfolio, as well as provide them with access to Circle Squared's network of industry leaders, which include some of the most recognised names in alternative investing. Initiatives of the ACP Alts Academy will include: webinars, video messaging, roundtable panel discussions, podcasts, articles and face-to-face training, et al.
