Why Alternative Investments Matter in Portfolio Construction



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With alternative investments displaying strong relative outperformance through Q1-2020 market volatility, allocating to funds remains as more important than ever for institutional and retail portfolios alike.

Hear directly from these allocators on their experience with alternative investments, how they consider portfolio construction with these asset classes and how they seek to evaluate strategies and products when making the investment. Speakers will share their thoughts on current macro environment and the impact on alternative asset classes going forward.



  • Trevor Johnson, Financial Advisor, Contego Wealth Management of Raymond James Ltd.

  • Greg Bainbridge, CFA, Chief Investment Officer, Raintree Wealth Management Inc.

  • Craig Machel, Portfolio Manager, Investment Advisor, Richardson GMP



  • Alexander MacDonald, CAIA, CIM, President, Westfield Partners