Institutional Investor in association with CAIA is thrilled to announce the launch of the Alternatives in Wealth Management Forum on February 2, 2023 at the Fairmont, Austin, TX.
This one-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.
Carl Ludwigson, Managing Director, Bel Air Investment Advisors
Michael Vogelzang, Chief Investment Officer, CAPTRUST
Karim Ahamed, Partner, Cerity Partners
Gene Goldman, Chief Investment Officer, Director of Research, Cetera Financial Group
Jonathan Dane, Founder and Chief Investment Officer, Defiant Capital
Sylvia Kwan, Chief Investment Officer, Ellevest
Brian Pollak, Partner, Evercore Wealth Management
Angela Raitzin, Managing Director, First Republic
Victoria Greene, Chief Investment Officer, G Squared Private Wealth
Stephanie Lang, Chief Investment Officer, Homrich Berg
Joseph Zappia, Chief Investment Officer, LVW Advisors
RJ Smolenski, Director of Research, Pitcairn
Patrick McGowan, Managing Director, Head of Alternative Investments, Sanctuary Wealth
Philip Huber, Chief Investment Officer, Savant Wealth Management
Shannon Saccocia, Chief Investment Officer, SVB Private
For more information please contact:
Lauren Feldman
Executive Director, Global Head of Wealth Management