WEBINAR REPLAY

Adding Alternatives to Create True Diversification – Replay

OCTOBER 14, 2025

If you’re like many financial advisors and investors, you’re looking to allocate beyond just stocks and bonds. The investable universe has greatly expanded in recent years, giving you the opportunity to access long-proven sources for diversifying returns. But how do you identify which of the additional offerings can deliver true diversification – without introducing unwanted complexity, and without failing to deliver? In this essential webinar, you’ll learn how to build more resilient, differentiated portfolios that are also easy to implement – key if you want to improve your portfolios’ diversification.

For the live webinar only:
1 CFP CE credit | 1 CFA CE credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

About the speakers

Ric Edelman, CBDA
Founder, DACFP

Ric is the Founder of Digital Assets Council of Financial Professionals, and Founder of The Truth About Your Future. He founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award.

More about Ric

Allen Steere
Portfolio Manager for the Stone Ridge Diversified Alternatives Fund
Stone Ridge Asset Management

Allen Steere is a Portfolio Manager for the Stone Ridge Diversified Alternatives Fund. Prior to joining Stone Ridge in 2015, Allen was a single stock equity derivatives trader at BNP Paribas, where he was responsible for trading and risk managing a portfolio of 100+ US companies containing listed and OTC derivative positions.

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About the Sponsor

Stone Ridge brings expertise in sourcing, structuring, and risk management to help investors access differentiated, diversifying return streams. We focus on a select few new ideas per year. We wear our white belts to work every day. We are kind to each other, our investors, and our sourcing partners.

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