We are thrilled to present our featured opening panel discussion at the 3rd Annual Alternatives in Wealth Management Forum, taking place on March 4-5, 2025, at The Joule in Dallas, Texas. Register now - http://spr.ly/6045QFwoL Panel Discussion: CIO Perspective: Weeding through the Alternative Manager Universe: Finding Winners that Aren’t in the Top Quartile Join us for an insightful session featuring a distinguished panel of Chief Investment Officers as they share their forward-looking perspectives on navigating the complexities of the current industry. As the alternatives market continues to expand, wealth managers face the challenge of selecting the best investments in a rapidly growing universe of asset managers. Key Discussion Points: - How do wealth managers find high-performing alternative investment managers outside the traditional top quartile? - With capital saturating the market, can only the largest managers access the most lucrative deals? - Do managers outside the top quartile have leverage to negotiate favorable terms, disadvantaging smaller or emerging managers? - How can wealth managers allocate to best-in-class investments in a potentially overcrowded space? - Are there hidden gems in the alternative space, and how are wealth managers discovering them? Moderator: Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Global Content Strategy, CAIA Association Panelists Include: Sylvia S. Kwan, CFA, CAIA, Chief Investment Officer, Ellevest Cameron Dawson, CFA, Chief Investment Officer, NewEdge Wealth Eric W. Bennett, CPA, CFA, Chief Investment Officer, Tolleson Wealth Management Brian Heider, CFA, CAIA, Senior Director of Investments, Partner, True North Advisors Register now to secure your spot at this essential event - http://spr.ly/6045QFwoL! Spots are filling up quickly, so don’t miss out on the opportunity to gain actionable insights that will enhance your clients' alternative asset portfolios. #AlternativesInWealthManagement #CIOPanel #InvestmentManagement #WealthManagement #AlternativeInvestments #CAIA #Finance #Networking #DallasEvents #InstitutionalInvestor
