Course details

About this course

  • $69.00
  • 1.5 CPD hours
  • March 28, 2023 - 11:00 AM ET

What you will learn at this webinar:

  • Examples of Investment Alternatives
  • Who is using Investment Alternatives and Why
  • How Investment Alternatives can be utilized by Retail Investors
  • The role Investment Alternatives in uncertain times
  • Unique Investment Alternatives CPAs should understand
  • Instructor(s)

    Haley Thomas

    CFP, CIM

    Haley Thomas, CFP®, CIM® is an Associate Portfolio Manager at Portfolio Stewards Inc. and a Wealth Advisor at Wealth Stewards Inc.. Since she joined Wealth Stewards Inc. she has advised high net worth clients on how to integrate Investment Alternatives into their Traditional Investments.

    Paul Tyers


    Paul Tyers, FCPA®, FCA®, CFP®, CIM® is the lead Portfolio Manager at Portfolio Stewards Inc.. He first encountered Investment Alternatives while working for Corpfinance International where they invested funds of several life insurance companies in non-public market investment vehicles. Since then he has been recognized by Wealth Professionals over several years as a Portfolio Manager finalist in the category – “Best Alternative Investor”.