ALTERNATIVE INVESTMENTS, MARKETS
Director of Impact Investing,
Wetherby Asset Management
Justina Lai joined Wetherby Asset Management in 2015 where she leads the firm's impact investment strategy. Prior to Wetherby, she was a director and senior investment analyst focused on global impact investment strategies in the private markets at Sonen Capital. Previously, Ms. Lai helped manage the Rockefeller Foundation's Program Related Investments portfolio comprised of domestic and international impact investments in private equity and private debt. She was also a core member of the Impact Investing team where she advanced and shaped the initiative strategy focused on building the field of impact investing.
In a world where hedge funds, private equity, real estate, impact investing, and other alternative investments dominate the headlines, portfolios ranging from 60% to 80% equities and 20% to 40% fixed-income securities appear to be anachronisms. Hear how these advisors are adapting their clients' portfolios to square with new realities and deliver returns that help clients reach their financial goals.