Institutional Investor is delighted to convene some of the most brilliant minds in the world of independent Registered Investment Advisors (RIAs), multi-family offices, single-family offices, broker-dealers, private banks, and trust companies. Our aim is to foster discussions, debates, and evaluations of the realm of alternative investments.
The content and subjects for this event are meticulously curated by an advisory board comprising seasoned experts from various facets of the wealth management industry. This ensures that the agenda is driven by peers, offering engaging, forward-looking, and informative insights. Whether your interests lie in private equity, private credit, real estate, venture capital, natural resources, commodities, and beyond, the expert presentations, panel discussions, and workshops will cater to every executive in attendance.
Karim Ahamed, Partner, Cerity Partners
Angela Raitzin, MBA, CFP, CEPA, RRPC, Managing Director, Cresset
Jonathan Dane, CFA, CFP, Managing Partner & Chief Investment Officer, Defiant Capital Group
Collin Geninatti, CFA, Director, Alternative Investment Strategy, Edward Jones
Sylvia Kwan, PhD, CFA, CAIA, Chief Investment Officer, Ellevest
Erik Lehr, CFA, CAIA, Chief Investment Officer, Empirical Wealth Management
Brian Pollak, Partner, Portfolio Manager, Evercore Wealth Management
Michael McClain, CFA, Alternative Investment Strategist, LPL Financial
Stephen Biggs, CFA, CAIA, CFP, Managing Director, Head of Alternative Investments, The Mather Group
Scott Yi, CFA, Head of Alternative Investments, Perigon Wealth Management
Matt Poland, Director of Alternatives, Raymond James
Jack R. Mahoney, CFP, Principal, Simon Quick Advisors
Brian Heider, CFA, CAIA, Deputy Chief Investment Officer, Partner, True North Advisors
Christian Gannon, CAIA, CDDA, Senior Portfolio Manager, Fifth Third Wealth Advisors LLC
Doug Huber, Deputy Chief Investment Officer, Wealth Enhancement Group
Chris Maxey, CAIA, Managing Director, Chief Market Strategist, Wealthspire
Ken Shoji, Chief Investment Officer, View Capital Advisors
