Exploring Alternative Investments at Opal

Invitation by Opal Wealth Advisors for an event on alternative investments featuring speakers Jesse Giordano and Matthew Werner, on April 30, from 5:30-7:30 PM.

Beyond the Basics: Uncovering the Potential of
Alternative Investments

Delve into the pivotal role of private infrastructure in alternative investment portfolio construction.

Opal’s alternative investment events are designed to help you build retirement security. As infrastructure undergoes modernization to meet evolving needs, we anticipate attractive opportunities to generate stable income that keeps pace with inflation.

Join Opal Wealth Advisors and Matthew Werner, Executive Director of Private Wealth Alternatives for J.P. Morgan Asset Management, for an exclusive discussion on the exciting world of alternative investments.

Date: Tuesday, April 30, 2024
Time: 5:30 PM – 7:30 PM
Location: Opal Wealth Advisors 2 Jericho Plaza | Suite 208 | Jericho, NY 11753 (Map)
Enjoy a complimentary catered dinner and drinks

Get insights on:

  • The Evolving Landscape of Alternatives: Explore the current market trends and discover where investors are finding long-term opportunities globally.
  • The Power of Private Infrastructure: Understand how this asset class can enhance your portfolio diversification and resilience.
  • Investor Opportunities: Learn about compelling opportunities available to private investors in the alternative investment space.

About our guest speaker:

Matthew Werner, Executive Director, serves as an Alternatives Client Advisor in Private Wealth Alternatives for J.P. Morgan Asset Management. Matt partners with RIA’s, multi-family offices, wealth management, and custodial platforms to position private market alternatives into client portfolios, leveraging J.P. Morgan’s Global Alternatives platform. Previously, he was a Senior Vice President for Angel Oak Capital, a boutique investment manager focused in Private Credit solutions. There he led capital formation for their private and public funds across various channels throughout the Northeast and New England. Prior to this, Matt was a Vice President for J.P. Morgan Funds within the Wealth Management division covering wealth advisors in the NYC Metro market. He began his career at the Carlyle Group and brings over 15  years of relationship management experience on behalf of leading Asset Management firms.

Investment in Alternatives is for Accredited Investors only. Investment in private investment funds (“Alternatives”) involves various risk factors, including, but not limited to, potential for complete loss of principal, liquidity constraints, and lack of transparency of the underlying investments. Unlike liquid investments that a client/investor may maintain, private investment funds do not provide daily liquidity or pricing. OWA charges an investment advisory fee in addition to the fees of the private investment funds.

Register today to reserve your seat.
Please RSVP by April 29 – and feel free to bring a guest!