Alternative Investments: Thoughts Outside of Traditional Stocks & Bonds

Join us for an engaging and informative financial education seminar focused to empower you with the knowledge to make smarter financial decisions today to build a stronger future, tomorrow.  

Discover new opportunities beyond traditional stocks and bonds at our “Alternative Investment Seminar.” Designed for investors looking to explore diverse asset classes that can enhance your portfolio, hedge against market volatility, and new avenues to wealth creation!

Learn more about our speaker:

Jake Fox is an associate at Blackstone in the Private Wealth Solutions Group. Since joining Blackstone in 2024, Jake has focused his efforts on raising capital for Blackstone’s private strategies, building relationships with wealth advisors in the DC/MD region, and providing financial education to clients. 

Prior to Blackstone, Jake Fox worked at BlackRock as part of the US wealth advisory team where he worked with the largest wire house relationships within New York City, serving BlackRock’s Mutual Fund, iShare ETFs, alternative solutions, model portfolios, and SMAs business. 

Jake attended The University of Rhode Island, where he received a BS in Finance and Economics.

Topics Include:

• Insights around the US economy from Merrill Lynch

• Fundamentals of alternative investments and why they matter

• Opportunities in private equity, private credit, & real estate investment strategies for long-term growth

• Risk management and due diligence best practices

This event is brought to us by our friends at Bank of America/Merrill Lynch. Information provided by Bank of America/Merrill Lynch is for educational purposes only and does not constitute financial advice. If there is interest for further discussion, please contact Bank of America/Merrill Lynch directly or reach out to the financial professionals presenting during the event.