PORTLAND, Ore., Jan. 12, 2015 /PRNewswire/ -- Aequitas Capital Partners, a division of Aequitas Capital's wealth management platform, has partnered with Circle Squared Alternative Investments, a provider of certain outsourced Chief Investment Officer (OCIO) services specializing in alternative assets, to provide training and education to Registered Investment Advisers and the advisor community on alternative investments, strategies, and solutions to meet the demands of high-net-worth investors.
The ACP Alts Academy will host its first educational webinar for ACP members, powered by the CSQ Institute, on January 13, 2015. For more information and to register for this webinar please visit: http://www.aequitascapital.com/aequitascapitalpartners/events/.
The inaugural webinar will be hosted by Jeff Sica, CIO and founder of Circle Squared Alternative Investments. Some of the key topics Jeff will discuss include Circle Squared's 2015 outlook for alternative investments and why he believes alternatives will fuel the growth of an advisory practice. In addition, Jeff will provide his thoughts on how the modern portfolio theory is no "longer modern," and discuss asset allocation issues and the Endowment Model.
"We are excited to have chosen Jeff Sica and Circle Squared Alternative Investments to lead the RIA training and education for the ACP Alts Academy," says Keith Gregg, President of Aequitas Capital Partners. "After much deliberation and exploration of other sources we believe that there is no one better than Jeff or his firm. With nearly two decades of experience of domain knowledge and subject matter proficiency in alternative investments, not to mention real life as a practicing Registered Investment Adviser to high-net-worth investors and family offices, this is a huge win for Aequitas and the advisor community at large."
Alternative investments, a long time staple of institutional investors such as pensions, endowments, and foundations, are becoming increasingly popular among retail investors, especially those with wealth created through private investments such as private equity in their own businesses.
Circle Squared recently launched the CSQ Institute to provide what they believe is the best-in-class education and training to financial advisors on the broad spectrum of alternative investments. The goal is help advisors better understand various types of alternative investments and teach them how to perform diligence on them. The Institute will also offer recommendations for the integration of alternative investments into client portfolios.
"We want to empower the advisor community to participate in the projected growth of alternatives and enhance their value to their clients through improved knowledge around these investments," said Jeff Sica, CIO, Circle Squared Alternative Investments. "The great benefit of this partnership is advisors will now have the ability to use the education and training to construct better performing portfolios."
The ACP Alts Academy seeks to equip advisors with the necessary knowledge to position alternatives in a portfolio, as well as provide them with access to Circle Squared's network of industry leaders, which include some of the most recognized names in alternative investing. Initiatives of the ACP Alts Academy will include: webinars, video messaging, roundtable panel discussions, podcasts, articles and face-to-face training, et al.
About Aequitas Capital Partners
Aequitas Capital Partners (ACP) is a member network offering Registered Investment Advisers intellectual, financial, and human capital, as well as access to investment platforms, and partnerships with leading financial services firms to provide technology, alternative investment products and value-add services.
For more information, please visit www.aequitascapitalpartners.com.
About Aequitas Capital
Founded in 1993, Aequitas Capital is a diversified financial services company that creates alternative investments including private equity, private credit and specialty finance. The firm leverages its robust network of industry leaders to invest in under-served sectors that drive the overall economy with an emphasis on education, healthcare and financial services. Aequitas helps its portfolio companies and strategic partners reach their goals by providing management expertise, technology infrastructure and a network of support services.
For more information, please visit www.aequitascapital.com.
About Circle Squared Alternative Investments
Circle Squared Alternative Investments seeks to act as an outsourced CIO firm, with respect to discrete offerings, devoted to providing independent financial advisors with access to a range of innovative alternative investments previously available only to institutions and ultra-high net-worth investors. The suite of investment products will include real estate, private equity, private credit, natural resources, hedge funds, private placement offerings, entertainment and media. In addition, the firm's team will serve as coaches and mentors to advisors, helping them to better understand and communicate to their clients the role and advantages of alternative investments in a portfolio. For more information about Circle Squared Alternative Investments, LLC, visit www.circlesquaredalts.com.
SOURCE Aequitas Capital Partners