Donate
Description
Join us on March 4-5, 2025, in Dallas for the Alternatives in Wealth Management Forum, presented by Institutional Investor in collaboration with the Chartered Alternative Investment Analyst Association (CAIA). This premier gathering is designed for registered investment advisors (RIAs), multi-family offices, single-family offices, broker-dealers, private banks, and trust companies.
As the landscape of alternative investments evolves, the Forum will delve into the expanding access and emerging vehicles that cater to retail and high net worth investors. With an unpredictable trajectory for interest rates and increasing market volatility, the appeal of alternatives has never been more pronounced. Attendees will explore a diverse range of asset classes—including private credit, private equity, and real estate—that offer opportunities for diversification and potentially higher returns beyond traditional markets.
The agenda has been meticulously crafted with insights from our advisory board, comprising principals, chief investment officers, and heads of investment from leading wealth management firms across North America. Participants will gain actionable ideas and strategies related to new investment opportunities, innovative investment structures, operational enhancements, and compliance with evolving regulations.
Don’t miss this chance to connect with industry leaders and enhance your wealth management approach through the power of alternatives. Secure your spot today and be part of the future of wealth management.
Learning Objectives
• CIO Perspective: Weeding through the Alternative Manager Universe: Finding Winners that Aren’t in the Top Quartile (45mins) - D.33 Portfolio development and analysis
• Crafting the Ideal Private Investments Model Portfolio to Withstand Market Volatility(45mins) - D.35 Alternative investments and liquidity risk
• Point/Counterpoint: How Battle-Tested is Private Credit Against Economic/Market Headwinds and Overcrowding? (45) - D.34 Investment strategies
• Case Study/Discussion/Q&A
Real Life Scenario: Are Advisors Up to the Task of Constructing an Alternatives Portfolio Based in Specific Client Criteria? (30 Minutes) - H.65 Client and planner attitudes, values, biases
• Point/Counterpoint: Is Real Estate Poised for a Bounce Back? (45)- D.34 Investment strategies
• Point/Counterpoint Interactive Session
The Hottest Plays in Alternatives: Can Public Market Alternatives Go Toe-to-Toe with Private Market Heavyweights? (30 minutes) - D.33 Portfolio development and analysis
• Panel/Discussion/Q&A
The Development of an Innovative Ecosystem: Are Secondaries, GP Stakes and NAV Lending Reviving Investor Interest in the Beleaguered Private Equity Asset Class? (30 Minutes) - D.35 Alternative investments and liquidity risk
• Allocator Led Breakouts (45mins)
• Breakout I
Finding Return Streams Through Non-Correlated Esoteric Alternatives - D.33 Portfolio development and analysis
• Breakout II
Wealth Management 2.0: How is Industry Consolidation Improving Access to Institutional Grade Investments? - D.33 Portfolio development and analysis
• Overcoming Operational Hurdles, Empowering Advisors Through Education, and Integrating Technology into Your Wealth Management Practice (45mins) - D.29 Market cycles
• “Stakes & Sports” – Don’t Just Invest in Funds and Go to Games, When You Can Own a Piece of The Asset Management Firms and Sports Teams Instead! (30mins) - D.34 Investment strategies