Alternatives in Wealth Management Forum 2024 | Institutional Investor | 27 February 2024 | The Joule, 1530 Main St, Dallas, TX 75201

This two-day forum will bring together some of the brightest minds from independent RIAs, Multi-Family Offices, Single-Family Offices, Broker-dealers, Private Banks, Trust Companies, and Wirehouses to discuss, debate, and evaluate alternative investments. As always, the program and topics for this event will be informed by an advisory board of industry experts across the wealth management spectrum, ensuring that the peer-driven agenda is compelling, prescient, and informative. From hedge funds, private equity, and real estate, to VC, natural resources, commodities and more — the expert presentations, panel debates, and workshops will offer something for every executive in attendance.

2024 Speakers

CO-CHAIRS:

Sylvia Kwan
Chief Investment Officer, Ellevest

Chris Schelling
Director of Private Investments, Caprock

SPEAKERS:

Dan Abbott
Principal, The Carlyle Group

Karim Ahamed
Partner, Cerity Partners LLC

Stephen Biggs
Managing Director, The Mather Group

John Bowman
Senior Managing Director, CAIA Association

Mehmet Budak
CIO, BESSLEY CAPITAL SFO

Carlin Calcaterra
Managing Director, Ares Management LLC

Lori Choi
Partner & Senior Wealth Manager, Veris Wealth Partners

Jonathan Dane
Managing Partner and Chief Investment Officer, Defiant Capital Group

Rafay Farooqui
Founder & CEO, Subscribe

Aaron Filbeck
Managing Director, CAIA Association

Christian Gannon
Director of Investments, Twickenham Wealth Advisors

Jonathan Glass
Managing Director, Marathon Asset Management

John Griffith
Managing Director, BlackRock

Jason Hoody
Head of Investment Manager Research, LPL Financial Services

Doug Huber
VP, Investment, Wealth Enhancement Group

William J. Kelly
Chief Executive Officer, CAIA Association

Jack Mahoney
Managing Director, Client Advisor, Simon Quick Advisors, LLC

Christopher Maxey
Managing Director and Chief Market Strategist, Wealthspire Advisors

Michael McClain
Alternative Investment Strategist, LPL Financial Services

Patrick McGowan
Managing Director, Head of Alternative Investments & Manager Research, Sanctuary Wealth

Stan Mullikin
Senior Managing Director, Capital Markets Group, Crow Holdings Capital

Christopher Osmond
Chief Investment Officer, Centura Wealth Advisory

Brian Pollak
Partner, Evercore Wealth Management

Angela Raitzin
Partner and Managing Director, Cresset Capital

Kate Redden
Regional Director/Partner, Merit Financial Advisors

Brian Reich
Principal, Atrato Consulting, a division of F.L. Putnam

Ken Shoji
Chief Investment Officer, Managing Director, Capital Advisors, LLC

Don Simoneaux
Director of Alternative Investments, Waterloo Capital Management

Ronald Smolenski
Managing Director of Investment Research, Pitcairn

Hristo Stefanov
Director of Research, Cetera Financial Group

Igor Tiguy
Founder, Director of Alternatives LLC

ADVISORY BOARDS:

Christopher Schelling
Director of Private Investments, Caprock

Ramesh Poola
Chief Investment Officer, Creative Planning

Karen Bean Giamundo
Vice President, Wealth Management, Kestra Financial

Lori Van Dusen
Founder, CEO, LVW Advisors

Andrew Kelsen
Head of Alternative Investments, Moneta Group

Saumen Chattopadhyay
Chief Investment Officer, OneDigital

R.J. Smolenski
Managing Director of Research, Pitcairn

Megan Gorman
Head, Private & Packaged Solutions, RBC Wealth Management

Jack R. Mahoney
Managing Director, Principal, Simon Quick Advisors

Chris Maxey
Managing Director, Chief Market Strategist, Wealthspire

Rocio Ortega
Partner, WE Family Offices

2024 Sponsors

LEAD SPONSOR:
• Subscribe

CO-SPONSORS:
• ARES
• BlackRock
• Franklin Templeton
• Invesco
• John Hancock Investment Management

ASSOCIATE SPONSOR:
• Eaglebrook