Alternative Investments, Private Wealth Management

Alternative Investments for Private Wealth Advisors

Tuesday, October 22 | 4:30 PM - 8:00 PM

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Overview

As often occurs in financial markets, hedge funds and alternative investment products have undergone various “boom & bust” periods. In spite of popularity rising and falling over the course of time, large institutional investors have continued to hold significant allocations to hedge funds and private market alternatives. On the contrary, data indicates that private wealth advisors have been and continue to be laggards with de minimis allocations to illiquid alternatives in aggregate. Elevated valuations in public markets and low bond yields have generated increased interest in alternative offerings to bolster long-term returns – as well as diversify beyond traditional stocks and bonds. Today new platforms, technologies, and asset managers are fueling an increasingly abundant set of products alongside streamlined access – in an effort to provide distribution of hedge funds and private market solutions to broader audiences of investors in the retail HNW space.

Agenda

4:30 PM | Registration & Check-In


5:00 PM | Introduction & Welcome

Todd Eklund, CFA, CAIA


5:05 PM | Keynote Speaker #1

Rob Brown, PhD, CFA, Chief Investment Officer – Integrated Financial Partners


5:25 PM | Audience Q&A


5:35 PM | Keynote Speaker #2

Introduced by: Anna Sembos, CFA, Ph.D.

Joan Solotar, Senior Managing Director, Head of Private Wealth Solutions – The Blackstone Group


5:55 PM | Audience Q&A


6:05 PM | Panel 1 – Due Diligence Perspectives

Introduced by: Samuel Wilson, CFA, Wealth Strategist, The Northern Trust Company

Moderator

Nic Millikan, CFA, CAIA, Director of Investment Strategy, CAIS

Panelists

Ben Goetsch, CFA, Senior Analyst Alternative Investments & Manager Research – City National Rochdale

Aref Jessani, SVP Research & Due Diligence, iCapital

Jonathan Lee, Director of Private Strategies – The Colony Group


6:45 PM | Panel 1 – Audience Q&A


6:55 PM | Panel 2 – Commercial Perspectives

Introduced by: Kris Thiessen, CFA, CAIA, EA

Moderator

Rob Brown, PhD, CFA, Chief Investment Officer – Integrated Financial Partners

Panelists

Joan Solotar, Senior Managing Director, Head of Private Wealth Solutions – The Blackstone Group

Ramona Heine, CFA, Co-Founder – Heine & Kim Fiduciary Partners LLC

Dan Vene, FSA, Co-Founder & Managing Partner, iCapital


7:45 PM | Panel 2 – Audience Q&A


8:00 PM | Closing Remarks & Networking Catered Reception

Stephen Mayrose, CFA, CFP

Additional Details

Learning Outcomes

  • Understand the historical context of hedge fund and alternative products offered in the HNW space.
  • Learn about trends unfolding as alternative investments are offered in a more mainstream fashion today and looking forward.
  • Appreciate and pragmatically assess the distinction between the hedge fund & alternative opportunity set available to HNW private wealth investors versus the largest institutions and family offices.

Features, Benefits, Values

Our goal is to provide historical context, diverse perspectives, and candid assessments of the opportunity in hedge fund and illiquid alternative investments from panelists and industry executives who are of notable quality and distinguished experts in this arena.