Speakers: Lindsay Rehns and Allison Heimann 

Explore how planning considerations across five different categories change as Alternative Investment professionals move through their lives and careers:

• Liquidity: making sure you have the right amount of cash at the right time 
• Liability: identifying and protecting against a range of risks
• Structure: constructing a balance sheet that supports your personal financial planning goals
• Legacy: ensuring that your surplus capital benefits family and philanthropy in accordance with your wishes
• Complexity: dealing with the financial and personal issues that arise as your net worth increases in the latter stages of your career