8:30 AM - 9:30 AM
1 Hour(s) |
Registration and Networking Breakfast |
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9:00 AM - 9:15 PM
15(Mins) |
Welcome & Opening Remarks
Arlen Oransky, Executive Vice President, Chief Membership Officer, Money Management Institute
Forum Co-Chairs:
Melissa Nordfors, Managing Director, Head of Alternative Investments Platform Management, Bank of America
Sheila Rapple, Senior Managing Director, Global Head of Investor Services, Private Wealth Solutions Group, Blackstone |
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9:15 AM - 10:00 AM
45 Min(s) |
Fireside Chat: The Fourth Industrial Revolution
The Impact of Artificial Intelligence, 5G, Machine Learning, and Other Disruptive Technology
Beijia Ma, Head of Equity Strategy, Alkeon Capital Management
Sheila Rapple, Senior Managing Director, Global Head of Investor Services, Private Wealth Solutions Group, Blackstone |
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10:00 AM - 10:45 AM
45 Min(s) |
Executive Spotlight
Alternatives Today: The Challenges and the Opportunities
Join us as key leaders in the alternative investments community share their viewpoints on both the opportunities and challenges the industry currently faces. Key discussion points will include the impact of market volatility on fundraising and portfolio construction, whether the flight toward liquidity is permanent or a trend, and if the real estate bubble is bursting. The panel will also look at the best opportunities in private markets today and the difficulties encountered in managing a workforce in the post-COVID environment.
Host:
Melissa Nordfors, Managing Director, Head of Alternative Investments Platform Management, Bank of America
Panelists:
Stephanie Drescher, Partner, Chief Product and Client Development Officer, Apollo Global Management
Jerry Pascucci, Managing Director, Head of Global Alternative Investment Solutions, Global Wealth Management, UBS
Joan Solotar, Senior Managing Director, Global Head of Private Wealth Solutions, Blackstone
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10:45 AM - 11:00 AM
15 Min(s) |
Networking and Refreshment Break |
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11:00 AM - 12:15 PM
1 Hour(s) 15 Min(s) |
Sales Trends in the Alternatives Space This session promises a spirited discussion about emerging sales trends in the alternative investments space. Panelists from CAIA, FUSE, and Stanger will present their assessments of market trends backed by compelling statistics and data. The session will include a Q&A segment with both live questions from the audience and ones submitted in advance. This discussion will be one of the most interactive of the Forum, so be sure to bring your own observations and join the conversation.
Moderator: Parker Roy, Chief Revenue Officer, Axxes Capital
Panelists:
Aaron Filbeck, Managing Director, Head ofUniFi by CAIA™, CAIA Association
Kevin Gannon, Chairman and CEO, Robert A. Stanger & Company
Patrick Newcomb, Director, Relationship Management, FUSE Research Network |
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12:15 PM - 1:15 PM
1 hour(s) |
Networking Luncheon
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1:15 PM - 1:45 PM
30 Min(s) |
Regulatory Update: A Business Perspective
This quick-hit session focuses on key regulatory developments in the alternatives space that you must be on top of as a business leader. Topics include the status and practical impact of the Marketing Rule, the SEC focus on electronic communications, proposed revisions of NASAA REIT Guidelines, and secondary market liquidity for registered funds.
Christine Lombardo, Partner, Morgan Lewis & Bockius LLP
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1:45 PM - 2:30 PM
45 Min(s) |
Modernizing Alternatives
This session looks at how technology–and advances in operational processes–are making client allocations to alternative investments simpler and more efficient. As the alternatives ecosystem has grown, the status quo operating model is constrained, but new tools and technology are enhancing the entire lifecycle, allowing for a better client and advisor experience. Our panelists will discuss the new capabilities, applications, and technology designed to help financial advisors make high-quality alternative investments accessible to their clients.
Moderator: Steve Houston, Managing Director, Head of Investment Products, iCapital
Panelists:
Rafay Farooqui, Founder and CEO, +SUBSCRIBE
Tom Fortin, Managing Partner, Chief Information Officer, iCapital
Christopher Shaw, Vice President, SS&C Technologies
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2:30 PM - 3:15 PM
45 Min(s) |
Emerging AI Product Structures and Vehicle Types
Alternative investment product structures are evolving at a breakneck pace, primarily with a goal of including a broader investor base beyond ultra-high-net-worth and institutional investors. The result has been numerous launches of registered funds across private equity, private credit, and real estate. Bearing in mind the historical context, this session examines the product development trends over the last several years and the problems that continue to challenge asset managers.
Moderator:
Bill Golden, Managing Director, Head of Product Solutions, Voya Investment Management
Panelists:
James Hannigan, Managing Director, Client and Product Solutions, Apollo Global Management
Doug Krupa, Managing Director, Client and Partner Group, KKR
Daniel Maccarrone, Managing Director, Head of Alternatives Manager Due Diligence, Morgan Stanley |
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3:15 PM - 3:30 PM
15 (min)s |
Networking & Refreshment Break
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3:30 PM - 4:15 PM
30 min(s)
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Driving Adoption: Lessons from the Institutional Perspective
Increased portfolio exposure to private markets has been a long-term trend in the institutional space but one that has been difficult to replicate for individual investors. This session looks at the historical hurdles that institutions faced and how they overcame them with data, portfolio construction/analytics, and education. Our panel will review what’s been working, what hasn’t, and share ideas to improve advisor and client engagement with the alternatives asset class.
Moderator:
Brad Walker, Chief Client and Product Development Officer, CAIS
Panelists:
Brian Holzer, Executive Director, Alternative Investment Sales, Morgan Stanley Wealth Management
Bryan Jenkins, Principal, Co-Head of Portfolio Management Group, Hamilton Lane
Neil Menard, President of Distribution, StepStone Group |
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4:15 PM - 4:20 PM
5 (min)s |
Closing Remarks
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