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Taking Advantage of the Rise of Alternatives in Retail

April 27 @ 12:00 - 13:00

The Alternative Investments market has been growing by about $1 trillion per year, and is expected to reach $14 trillion by 2023, per Preqin. As demand increases in the retail space, the need for solutions to offer access to this market segment will be key for managers looking to grow their business. We’ll discuss how new technology can allow for efficient, effective and global distribution for fund managers.

Additional topics will include:

  • Product structures including defined contribution products
  • Liquidity requirements
  • Valuation
  • Creating a “mutual fund-like” user experience

Speakers:

Perrin Quarshie is the Founder & CEO of RealBlocks, an online platform that provides access and liquidity for alternative investments. Realblocks democratizes access by lowering the required minimum investment amount, providing international access, and allowing for investor liquidity via secondary trading. Perrin began his career as a civil engineer at NAC International, where he focused on real estate development and finance of energy infrastructure projects. Following NAC, Perrin began graduate studies at MIT, during which time he conducted research on the implications of technology for capital markets. Perrin next worked at Barclays as an associate in Real Estate Investment Banking, where he conducted M&A Transactions for various REIT and private equity sponsors.

Scott Brooks is Chief Operating Officer at RealBlocks and serves as CEO of the firm’s FINRA registered broker/dealer and as President of RealBlocks Investment Advisors. He has over 30 years of investment management experience leading distribution teams across both retail intermediary, defined contribution and institutional channels. While working at some of the leading asset managers in the US including: Capview Partners, SEI Investments, DWS/RREEF Real Estate, JPMorgan, AMG Funds and OppenheimerFunds, he has focused on the defined contribution, sub-advisory, OCIO and HNW markets and is a recognized thought leader in these markets. He has been responsible for raising over $35 billion in new assets for the firms he has worked for. He served as the first co-President of the Defined Contribution Real Estate Council (DCREC) and was one of the group’s founding members as well as founding the Pension Real Estate Association (PREA) Defined Contribution Affinity Group and serving as its first co-chairman. He is also an active member of the Defined Contribution Institutional Investment Association (DCIIA) and has been active with the Defined Contribution Alternatives Association (DCALTA), Society of Professional Asset Managers and Record- Keepers (SPARK), and the American Retirement Association (ARA). In 2011 he received the AI CIO innovation award for RREEF Real Estate for developing the firm’s daily valued real estate fund for defined contribution plans.

The discussion will be facilitated by Robert Akeson, Managing Director, Investment Banking at Riverside Management Group.

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