Summit Day
- Dorothy Kelso - Managing Director, SuperReturn
What are the key drivers behind the growing interest in private markets among retail investors? How are wealth managers scaling distribution capabilities and educating retail investors about private market investments? How will the continued retailization of private markets impact the broader ecosystem? What are the next steps to further democratize access to private markets for retail investors?
- Pippa Ushio - Managing Director, Managing Director
- John Sweeney - CEO, Private Wealth, Brookfield
- Dominick Carlino - Global Head of Alternative Investments, Global Wealth, PGIM
- Jackie Rantanen - Managing Director, Evergreen Portfolio Management, Hamilton Lane
- Shriram Bhashyam - Chief Operating Officer, Sydecar
- Nithin Johnson - Managing Director, Arcbridge Capital
- Michael Calkin - Managing Director & Practice Lead, Alvarez & Marsal Private Wealth Partners
- Matthew Semino - Senior Director, BNY Global Family Office
What motivates retail investors to allocate capital to private markets? How are wealth managers, RIAs, and wirehouses vetting private market managers and recommending products to retail clients? What sectors and asset classes are most appealing to retail investors? How do liquidity provisions in private market funds address the needs of retail investors, and what are the challenges in maintaining consistent dividend yields?
- Ivan Nikkhoo - Managing Director, N3 Capital
- Roger Vincent - Founder & CIO, Summation Capital
- Ron Miller - Managing Director & Head of Investment Solutions, CAIS
- Greg Stumm - President & CEO, American Beacon
How are private market managers adapting their strategies to cater to retail investors? How are retail-focused products evolving to meet liquidity and yield expectations? Interval funds, evergreen funds, feeder structures: what new products are emerging to serve retail investors and smaller institutional clients? What role do technology platforms play in facilitating retail access to private markets, and how are they evolving?
- Glenn Schorr - Senior Managing Director and Research Analyst, EvercoreISI
- William Forde - Partner, Head of Marketable Equities, NEPC
- Edward Talmor-Gera - Founding Managing Partner & CEO, NewVest
- Irina Zilbergleyt - Managing Director, OpenInfra, Global Head of Distribution & Product Strategy, I Squared Capital
How will the enhanced mandate allowing 401(k) plans to invest in private markets impact the broader ecosystem? What challenges do fund managers face in providing liquidity and transparency for 401k investors? How are GPs positioning themselves to capture market share in this space? How are plan administrators integrating private markets products into their platforms?
- Sheryl Schwartz - Director, Apollo Funds, Gaia Reit and Cartesian Growth II
- Eric Satz - Founder and CEO, Alto IRA
- Phil Troyer - Of Counsel, Endeavor Law
With the largest intergenerational transfer of wealth in history powering the growth of private markets, what specific sectors and strategies are benefiting the most from this trend? How are private market firms adapting their strategies to align with the preferences and priorities of the next generation of wealth holders? How are they working with younger, more values-driven generations to attract and manage their capital?
- Peter Plaut - Managing Director, Amagis Wealth
- Sinead Colton Grant - Chief Investment Officer, BNY Wealth
- Michael Tiedemann - CEO, AlTi Tiedemann Global
- Tom Metzger - Managing Director | Head of Private Wealth Managers, Citizens Private Wealth
- Hunter Maats - Managing Partner, Resilience Investments
- Tucker Kabat - SVP Strategy, Private Client Services, Marsh McLennan Agency