MMI Alternative Investments Forum 2018 | Money Management Institute (MMI) | 21 June 2018 | Thomson Reuters, NYC, 3 Times Square, New York, NY 10036, US

For the past decade, the MMI Alternative Investments Forum has provided a unique setting for asset managers and sponsor firms to connect with leaders from the alternatives space. As we explore new leading-edge opportunities and challenges, our focus is all about enhancing the partnership between asset managers, distributors, advisors, and investors. The goals are to make the business easier to understand, to cultivate the best strategies, and to foster accessibility to broaden the inclusion of alternatives on advisory platforms and in investment portfolios.

This year’s Forum promises to be another don’t-miss event. Be part of the conversation on June 21st in New York as senior executives from wirehouses, IBDs, banks, and RIAs join their counterparts from the arenas of private equity, hedge funds, real estate, and MLPs to discuss strategies and solutions for meeting the changing needs of advisors and their clients.

2018 Speakers:

Jeremy Beal
Managing Director, Head of Alternative Investments, Wealth Management, Morgan Stanley Wealth Management

Paul Weisenfeld
Director, National Accounts and Alternative Investments, Legg Mason

Craig Pfeiffer
President and CEO, Money Management Institute

Rick Ledbury
Director, FUSE Research Network

Scott Kleinman
Co-President & Lead Partner, Private Equity, Apollo Global Management

Scott Reeder
Managing Director, BlackRock Financial Management

Alper Daglioglu
Head of Global Investment Manager Analysis, Traditional and Alternative Investments, Morgan Stanley

Seth Katz
Partner, Head of Investments, Summit Trail Advisors

William Kelly
Chief Executive Officer, CAIA Association

Ziyah Esbenshade
Financial Advisor, Pell Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services

Stephen Raneri
Chief Investment Officer, GM Advisor Group

Scott C. Wilson
Managing Director, Private Wealth Advisor, The Atlas Group, Morgan Stanley Private Wealth Management

Doug Keller
Head of Private Wealth, Pantheon Ventures LP

Robert Antablin
Co-Head of Global Impact, KKR

Matt Osborne
Founder and Chief Investment Officer, Altegris

Brad Sussman
Vice President of Alternative Investments Product Development and Research, Raymond James

Jeff McGoey
Managing Director, Head of Alternative Investments and Capital Markets Platform, Global Wealth and Investment Management, Bank of America Merrill Lynch

Eric Folkemer
Head of Private Market, NASDAQ

Tristram Perkins
Managing Director, Global Co-Head of Secondary Private Equity, Neuberger Berman

Nash Waterman
Managing Director, Co-Head of the Secondaries Group within the AIP Private Markets Team, Morgan Stanley

Tom Fortin
Chief Operating Officer, Managing Partner, iCapital

Emily Glassman
Head of Business Development, Artivest

Sheila Rapple
Managing Director, The Blackstone Group

Brad West
Chief Operating Officer, Managing Director, FS Investments

David Levi
President, Brookfield Asset Management - Public Securities Group

Todd Builione
President, KKR

Cleo Chang
Head of Alternative Investments, American Century Investments

Mike Kelly
President & CIO, FS Investments

2018 Sponsors:

GOLD:
• FS Investments

SILVER:
• Artivest

BRONZE:
• Legg Mason Global Asset Management

WIFI:
• Voya

PARTNER:
• Thomson Reuters