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2022 Alternative Investments Forum

November 16, 2022

Morgan Stanley Offices

CE Credits

Charged Admission

Open to members and non-members

Press Prohibited

CE CREDITS

The Investments & Wealth Institute® has accepted the MMI Alternative Investments Forum for 6.00 hours of CE credits towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Overview

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

The MMI Alternative Investments Forum is back in person for the first time in three years!

Stakeholders from across the alternative investment ecosystem will convene to unpack the current landscape, examine emerging product and distribution trends, and discuss what advisors and clients are looking for in today’s challenging market and economic environment.

Our all-star lineup of industry experts will help us unpack such timely topics as:

  • sales trends – a deep dive into the latest data and what it means,
  • keys to raising capital in the current market environment,
  • emerging alternative product structures and vehicle types,
  • driving adoption – lessons from the institutional perspective, and
  • modernizing alternatives – how new tools and technology are enhancing the advisor and client experience.

Attendance is limited to two registrants per firm

Agenda

Day 1


Featured Speakers

Stephanie Drescher

Chief Product and Client Development Officer | Apollo Global Management

Kevin Gannon

Chairman & CEO | Robert A. Stanger & Company

Beija Ma

Head of Equity Strategy | Alkeon Capital Management

Jerry Pascucci

Head of Global Alternative Investment Solutions | Global Wealth Management | UBS

Joan Solotar

Global Head of Private Wealth Solutions | Blackstone

Partners & Sponsors

Champion Sponsor

Forum Host

MMI Diversity & Inclusion Pioneer Sponsor

Sponsorship Opportunities

The 2022 MMI Annual Conference represents a unique opportunity to create high-impact brand awareness with investment advisory business leaders and decision-makers and build relationships. A limited number of high-profile Sponsor opportunities are available.

For additional information, please contact:
Joan Lensing
EVP, Chief Programming Officer
jlensing@mminst.org
646-868-8518