Institutional Investor in association with CAIA and UniFi is thrilled to announce the 2nd annual Alternatives in Wealth Management Forum.
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.
Christopher Schelling, Director of Private Investments, Caprock
Hristo Stefanov, CFA®, CAIA, Director of Research, Cetera® Investment Management LLC
Karim Ahamed, Partner, Cerity Partners
Ramesh Poola, PHD, CFA, Chief Investment Officer, Creative Planning
Angela Raitzin, MBA, CFP, CEPA, RRPC, Managing Director, Cresset Capital
Sylvia Kwan, CFA, CAIA, Chief Investment Officer, Ellevest
Brian Pollak, Partner, Portfolio Manager, Evercore
Karen Bean Giamundo, Vice President, Wealth Management, Kestra Financial
Jason Hoody, CFA, Head of Investment Manager Research, LPL Financial Services
Lori Van Dusen, Founder, CEO, LVW Advisors
Andrew Kelsen, Head of Alternative Investments, Moneta Group
Saumen Chattopadhyay, CFA, CPA, FCA, Chief Investment Officer, OneDigital
R.J. Smolenski, CIMA, Managing Director of Research, Pitcairn
Megan Gorman, CFA, Head, Private & Packaged Solutions, RBC Wealth Management
Patrick McGowan, Head of Alternative Investments & Manager Research, Sanctuary Wealth
Jack R. Mahoney, Managing Director, Principal, Simon Quick Advisors
Stephen Biggs, CFA, CAIA, CFP, Managing Director, Head of Alternative Investments, The Mather Group
Christian Gannon, CAIA, CDDA, Director of Investments, Twickenham Advisors
Don Simoneaux, CAIA, President and Director of Alternative Investments, Waterloo Capital
Chris Maxey, CAIA, Managing Director, Chief Market Strategist, Wealthspire
Rocio Ortega, CFP, Partner, WE Family Offices
For more information please contact:
Lauren Feldman
Managing Director, Head of Wealth Management
lauren.feldman@institutionalinvestor.com