ALTS

We are thrilled to announce that Withum has recently come on board as our Lead Sponsor for ALTSLA. Led by CFA Society Los Angeles, CAIA Association, California Alternative Investment Association–CalALTS, and Markets Group, ALTSLA stands as the annual meeting point and educational hub for those craving the latest in alternative investment news and developments. Register now ➡️ https://hubs.li/Q0300VNl0 #ALTSLA

We are thrilled to announce that PGIM has recently come on board as our Lead Sponsor for ALTSLA. Led by CFA Society Los Angeles, CAIA Association, CalALTs (The California Alternative Investments Association), and Markets Group, ALTSLA stands as the annual meeting point and educational hub for those craving the latest in alternative investment news and developments. Register now ➡️ https://hubs.li/Q0300VNd0 #ALTSLA

What does the future hold for alternative investments? 🤔 At the recent #AltsMiami closing keynote, Mary Cahill and her fellow panelists dove deep into the evolving landscape of alternative investments. From private markets to crypto, the opportunities are vast, but so are the challenges.    One key takeaway? The importance of manager selection and operational diligence cannot be overstated. In a world where liquidity can take years to materialize—think 5+ years for private credit or even longer for private equity and real estate—these investments require a different mindset. They’re not just line items on a balance sheet; they’re strategic partners in your investment journey. When founding Acansa Investment Management Group, we wanted to address this significant challenge for small- and mid-sized non-profits: how to tap into these complex asset classes and access the elite managers delivering durable results. The solution? Leverage our in-house CIO experience and decades of relationship-building with top-tier private markets portfolio management teams. This approach not only enhances our clients' access to sought-after opportunities but also ensures they have the right partners to navigate the intricacies of alternative investments. It’s about creating a robust ecosystem where both our clients and the managers thrive together. Thank you to Markets Group, CFA Society Miami, and CAIA Association for hosting a great event. #AlternativeInvestments #InvestmentStrategy #Partnerships #AltsMiami

Last week at #ALTSMIA, Thomas Murray, Managing Partner of Power Sustainable Infrastructure Credit, participated in a panel discussion titled “Perspectives on the Growing Opportunities in Alternative Credit.”   The discussion explored the broad and diverse universe of private credit, and Tom shared insights on the expanding opportunities beyond corporate direct lending, with a special focus on the unique advantages of infrastructure credit.   Thank you to Markets Group for a great conference!

Last week, I had the pleasure of moderating a panel at #ALTSMIA, delving into the opportunities and challenges facing private wealth and institutional investors in private markets. The discussion highlighted the shifting dynamics of private equity, private credit, and their significance in portfolio strategy. A big thank you to panelists Caitlin M., Aaron Lally, CFA, CAIA, Arvindh Kumar, and Jacob Kaminski, CFA, along with Markets Group for facilitating such an insightful event.

🚨 ALTSLA 2025 is 90% SOLD OUT! 🚨 We are down to the last 10% of speaking roles available for sponsorship, and will sell out by the end of the month! If your firm has an interest , please DM me here or email stevie.jacobson@marketsgroup.org to see what topics are left available. Time is ticking—let’s make the 10th Anniversary ALTSLA truly unforgettable! Markets Group ALTS Paul Hamann

Being onstage to close 2024 with a great group. To Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP thank you for such an amazing opportunity! ALTSMIA2024 was a success.

Thank you Markets Group, CAIA Association, CFA Society Miami, CFA Society of South Florida, and Miami Finance Forum for inviting me to speak on a panel at #AltsMIA. It was an honor to share perspectives on the state of the industry in 2025.

Our ALTSMIA has once again became the alternative investments hub for allocators and investors from across the region. Thank you to our speakers & attendees who made it memorable. CFA Society Miami CFA Society of South Florida CAIA Association Miami Finance Forum Thank you to our sponsors: Cohen & Company Asset Management | Nuveen, a TIAA company | EQT Group | Withum | MGG Investment Group LP | CEDARst Companies | Cohen & Company | ZAIS Group | Blue Mahoe Capital | Forvis Mazars US | BC Partners | Power Sustainable | Park Cities Asset Management | Outerlands Capital | CBIZ |LSV Advisors, LLC | The Options Industry Council (OIC) | Fidelity Digital Assets | Federated Hermes | Bequest Asset Management | Dime Community Bank | Granite Hill Capital Partners | R. G. Niederhoffer Capital Management | Parataxis Capital | Ruffer | Proteus, LLC | Inspira Financial | Krypton Fund Services | Absolute Investment Advisers LLC | R&H Private Fund Services | GoldStar Trust Company | Walton Global | Jefferies Credit Partners | EisnerAmper | Center Street Lending #ALTSMIA

The Withum Financial Services Team had an impactful few days at Markets Group ALTSMIA 2024! Our experts took center stage, leading thought-provoking discussions. Withum team members hosted an engaging roundtable on the Private Funds Rule and its lasting implications, sparking valuable conversations. Additionally, Withum Partner Matthew DiBrienza led a dynamic panel discussion, exploring opportunities in private equity and secondary markets. It was a privilege to share insights and connect with so many industry leaders.