Alternatives in Wealth Management Forum 2025 | Institutional Investor | 4 March 2025 | The Joule, 1530 Main St, Dallas, TX 75201, USA

Institutional Investor is delighted to convene some of the most brilliant minds in the world of independent Registered Investment Advisors (RIAs), multi-family offices, single-family offices, broker-dealers, private banks, and trust companies. Our aim is to foster discussions, debates, and evaluations of the realm of alternative investments.

The content and subjects for this event are meticulously curated by an advisory board comprising seasoned experts from various facets of the wealth management industry. This ensures that the agenda is driven by peers, offering engaging, forward-looking, and informative insights. Whether your interests lie in private equity, private credit, real estate, venture capital, natural resources, commodities, and beyond, the expert presentations, panel discussions, and workshops will cater to every executive in attendance.

2025 Speakers

Udayan Mitra
Speakers, Trajan Wealth L.L.C.

Cameron Dawson
Speakers, NewEdge Advisors

Nora Pickens
Speakers, Mill Creek Capital Advisors, LLC

Nathan Erickson
Speakers, CAPTRUST

Mark Neely
Speakers, Gentrust Wealth Management

Sylvia Kwan
Speakers, Ellevest

Brian Heider
Speakers, True North Advisors

Sarah Parker
Speakers, Sageview Advisory Group

Jack Reilly
Speakers, Turtle Creek Wealth Advisors, LLC

Jack Mahoney
Speakers, Simon Quick Advisors

Karim Ahamed
Speakers, Cerity Partners LLC

Stephen Biggs
Speakers, The Mather Group

Eric Flynn
Speakers, Compound Planning

Tom Balcom
Speakers, 1650 Wealth Mgt

Christian Gannon
Speakers, Twickenham Wealth Advisors

Mike Silverman
Speakers, CH Investment Partners, LLC

John Moore
Speakers, Stratview Wealth Management

Ayako Yoshioka
Speakers, Wealth Enhancement Group

Jonathan Dane
Speakers, Defiant Capital Group

Karen Bean Giamundo
Speakers, Kestra Financial

Hristo Stefanov
Speakers, Cetera Financial Group

Brian Pollak
Speakers, Evercore Wealth Management

Patrick McGowan
Speakers, Sanctuary Wealth

Ken Shoji
Speakers, View Capital Advisors, LLC

Rob Madore
Speakers, Marsh, Berry & Company, LLC

Daniel Kern
Speakers, Nixon Peabody Trust Company LLC

Rafia Hasan
Speakers, Perigon Wealth Management, LLC

Jim Carroll
Speakers, Ballast Rock Private Wealth

Tim McCusker
Speakers, NEPC LLC

Mark Gatto
Speakers, CION Investments

Matt Den Bleyker
Speakers, Commerce Street Investment Management

Rodger Patrick Linnemann
Speakers, Blue Owl Capital

Mark Gibson
Speakers, Jones Lang LaSalle

Jeff Bennett
Speakers, Invesco

Dean Somes
Speakers, Three Bell Capital LLC

Katie Day
Speakers, Jones Lang LaSalle

Matt Rubin
Speakers, Cary Street Partners

Mark Affolter
Speakers, Ares Management LLC

Jennifer Marques
Speakers, Oaktree Capital Management

Clark Edlund
Speakers, CAZ Investments LP

Daniel Amir
Speakers, Crow Holdings Capital Partners, L.L.C

Michael Hyun
Speakers, Crow Holdings Capital

Christopher Sameth
Speakers, Jones Lang LaSalle

Paula Roberts
Speakers, KKR Credit Advisors (US) LLC

Michael Meehan
Speakers, Nuveen

Thierry Adant
Speakers, NewMarket Capital Partners, LLC

Aaron Filbeck
Speakers, CAIA Association

Steven Novakovic
Speakers, CAIA Association

Rafay Farooqui
Speakers, Strategic Alternative Funds Group, LLC

Eric Hall
Speakers, Crescent Capital Group

Zhengyuan Lu
Speakers, Neuberger Berman

Nat Fraser
Speakers, Cerity Partners

2025 Sponsors

• Crow Holdings Capital
• Subscribe
• AAM
• Blue Owl
• Brrokfield Oaktree
• CAZ
• FS Invwestments
• Invesco
• KLL
• KKR
• Macquarie
• Neuberger|Berman
• Nuveen
• Baillie Gifford
• DavidsonKemper
• Kimmeridge
• Pinnacle Partners
• Venn