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Educational Alpha

S2: Conversation with Daniil Shapiro, Director, Product Development, Cerulli Associates

01 May 2024

Description

In this episode Bill speaks with Daniil Shapiro of Cerulli Associates to explore significant trends shaping the asset and wealth management landscape. Shapiro, with a background rich in risk management and product development, offers a comprehensive overview of the challenges and opportunities within alternative investments, ETFs, and the evolving demands of the advisory market. This episode not only addresses the intricacies of alternative investments and their place in retail and institutional portfolios but also underscores the necessity for innovative approaches to meet the changing needs of investors and advisors alike. Listen in!

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