SuperReturn Private Wealth US West 2026 - PT (Pacific Time, -07:00)
Keynote address followed by a panel discussion
Exploring how global conflicts, such as the Russia-Ukraine war and MENA region tensions, are reshaping investment strategies. Discussing the implications of rising oil prices, supply chain risks, and the growing interest in defense and infrastructure investments.
Discussion on how technology, regulation, and partnerships are enabling greater access to private markets for private wealth clients. Exploring solution for private wealth clients for overcoming barriers to entry. High public market valuations and more sensitivity to geopolitical risks vs. opportunities/risks in private markets without market-to-market.
Sharing honest views on the benefits and risks of private market investments. Infrastructure private markets funds as an opportunity for lower risks and defensive play in geopolitics.
Delving into the transformative role of AI in private wealth management. Discussing agentic AI for investment workflows, responsible AI governance, and the societal impact of AI on workforce displacement. Addressing how investors can adapt to and capitalize on AI-driven opportunities.
Examining the rise of the secondaries market as a lucrative opportunity for private wealth investors. Discussing valuation challenges, pricing trends, and how secondaries can offer attractive entry points during market downturns.
Examining the recent spike in redemption pressure within private credit and how managers are balancing cash needs without eroding portfolio quality. How are high-net-worth investors and family offices reacting to "gated" funds? Is the perceived liquidity of evergreen structures a marketing benefit or a systemic risk? Are sophisticated LPs returning to the traditional closed-end buyout funds? Duration vs. yield: debating the merits of the 10-year life structure as a safeguard against market volatility compared to the operational complexity of perpetual vehicles.
Manager selection in a high-dispersion environment: identifying top-quartile managers as return dispersion widens. Valuation Transparency: how GPs are communicating valuations of private companies to private wealth selectors. Risk management and liquidity planning: addressing the inherent illiquidity of private markets and setting up redemption mechanics.
Run under Chatham House Rule. To register, please contact: maya.marek@informa.com
Sharing insights into the latest solutions and structures in alternative investments tailored for private wealth clients. Comparing fund structures: direct investments vs. pooled funds. Exploring key consideration when structuring alternatives for tax efficiency and risk. Infrastructure funds vs. real estate funds: comparing and contrasting.
Exploring successful implementations of alternative investment strategies.
Discussing the financial power of brand-aligned investing, based on firsthand experience. Exploring how category expertise provides an information edge and how distribution advantages can rapidly accelerate growth. This fireside chat explains why top VCs value partners who bring genuine strategic leverage to a company’s cap table.
Sharing insights into how wealth managers are adapting to new market dynamics. Unlocking strategies for integrating alternatives into traditional portfolios and constructing portfolios that balance risk.
Exploring emerging trends and technologies shaping portfolio strategies.
Final thoughts on the critical role of wealth managers in guiding clients through private market investments.
End of the SuperReturn Tech Sovereignty