Allie Renison
Allie is a seasoned trade and business expert with deep links into politics as well as regulatory policy on both sides of the Channel and the Atlantic.
A Washington D.C. native who studied in Canada, she worked in the UK Parliament for a number of years before moving to head up trade and EU policy at the Institute of Directors, Britain’s oldest business organisation. At the IoD, she served on a number of expert bodies including the European Economic and Social Committee in Brussels and the UK Government’s Brexit Business taskforce and Northern Ireland Technical Advisory Group on the border.
She was then appointed by the Department for International Trade’s Permanent Secretary to a senior role in government, before subsequently being named as a policy adviser to the Secretary of State for Business and Trade.
Since leaving government, Allie has taken up a position as Director at global communications and public affairs consultancy SEC Newgate, where she leads on trade and regulation for a wide range of clients from trade and infrastructure to financial services and energy policy. She splits her time between Scotland and London.
Allie has appeared extensively on media platforms across a diverse expanse of policy areas, and has 15 years of experience of working with stakeholders across Westminster and Whitehall, from the media and parliamentarians to officials and think tank leaders.
.jpg)
Presentations
Workshops
Beyond the Traditional 60/40 Portfolio
Join Marine Duverger, CPMI Director at Apollo, as she explores the limitations of the traditional 60/40 portfolio in today’s economic environment. She discusses how high inflation and the growing correlation between stocks and bonds have reduced its diversification benefits. In response, Marine makes a compelling case for incorporating alternative investments like private equity and private credit to build more resilient portfolios with diverse risk-return profiles. The session also highlights the benefits of semi-liquid structures, featuring the Apollo Aligned Alternatives fund as an example, which offers access to private markets with some liquidity. Apollo’s broad platform and investment expertise further support these strategies for long-term portfolio strength.
Workshop Objectives:
Explain the limitations of traditional asset allocation and the potential benefits of introducing private assets to clients portfolios using semi-liquid evergreen funds.
Company Profile:
Apollo is a global, high-growth alternative asset manager focused on delivering excess returns across the risk-reward spectrum—from investment grade credit to private equity. For over three decades, our fully integrated platform has met clients’ financial goals while providing businesses with innovative capital solutions. Through Athene, our retirement services business, we help individuals achieve financial security with a suite of retirement products and institutional solutions. Our patient, creative, and knowledgeable investment approach aligns the interests of our clients, portfolio companies, employees, and communities. We are committed to expanding opportunity and driving positive outcomes through long-term value creation. To learn more about our platform, investment strategies, and impact, please visit www.apollo.com .
Speakers
Marine Duverger
Client Portfolio Manager
Ms. Duverger joined Apollo in October 2024 as a Client Portfolio Manager. In this role Marine covers Apollo’s Private Market solutions offered to Wealth clients in EMEA.
Marine joined from Citi Global Wealth, where she was a Senior Vice President and Investment Specialist. Prior to Citi, Marine spent over 6 years as a Senior Client Portfolio Manager at H2O Asset Management. She started her career as a Prime Brokerage Sales at Société Générale (formerly known as Newedge).
Representatives
Alex So
Principal, Apollo’s Global Wealth Management Solutions
Alex So is a Principal in Apollo’s Global Wealth Management Solutions EMEA team, leading client management in the private wealth channel. He joined Apollo in 2022 after 16 years at UBS Wealth Management across London, Hong Kong, and Australia, most recently as Head of Private Markets Distribution UK and Canada. Alex is a CFA and CAIA Charterholder, with degrees from Macquarie and Monash Universities in finance and accounting.
Francesca Pittaccio
Associate, Apollo’s Global Wealth Management Solutions
Francesca Pittaccio is an Associate on Apollo’s Global Wealth Management Solutions team in London, having joined in 2023. She previously spent five years at BlackRock, most recently on the Alternatives Specialists team, focusing on Private Markets distribution and strategy for EMEA wealth clients. Francesca holds an MSc in Finance from Bocconi University and a Bachelor’s in Business Administration from John Cabot University, with a concentration in Economics and Finance.
The Evolving Evergreen Landscape - Debunking Myths and Comparing Different Strategies Available
This workshop will explore the rise of Evergreen structures and their growing role in private markets.
We’ll begin by examining how evergreen funds offer innovative solutions to challenges faced by traditional close-ended models, such as liquidity and misaligned time horizons and move on to explore the benefits that a multi-manager fund generates.
Next, we’ll look ahead to the evolving future of evergreen investing and its potential to reshape access to private markets for private wealth investors. We’ll also address common misconceptions about evergreen funds, providing clarity on how they work in practice.
Finally, we’ll highlight Hamilton Lane’s evergreen product offerings, showcasing how we are leveraging this structure to deliver flexibility, access, and long-term value to investors
Workshop Objectives:
- Analyse Evergreen Structures
- Identify challenges in traditional private market portfolios
- Explore Evergreen's strategic portfolio role
- Debunk myths and misconceptions surrounding Evergreen structures
- Foster interactive discussion (Q&A)
Company Profile:
Driving Meaningful Change in the Private Markets
Our purpose is simple: To provide enhanced financial well-being for those who depend on us. We do that by seeking to deliver tailored, solutions-oriented private markets exposure and industry-leading client service. We’re an organization built on over 34 years of client-centricity, candor and authenticity and powered by intellectual rigor and data-driven insight.
Our commitment to serving those who depend on us has remained steadfast, while our focus on growth and transformation has only strengthened. Today, we serve 2,330+ institutional and private wealth investors around the world, helping them tap into the opportunities afforded by this maturing asset class.
Speakers
Anita Rana
Principal, Portfolio Management Group
Anita is a Principal in the Portfolio Management Group, where she focuses on leading portfolio management and research efforts in EMEA.
Prior to joining the firm in 2024, Anita was a Vice President at BlackRock where she held several roles specializing in multi-asset private markets portfolio management across closed-end and evergreen products, portfolio construction, research and analytics. She began her career as an analyst at BlackRock in 2014.
Representatives
Freddie Gore Browne
Principal, Private Wealth Solutions
%20(002).jpg)
Freddie is a Principal in the Private Wealth Solutions Group, where he is responsible for fundraising from UK private banks and family offices.
Prior to joining Hamilton Lane in 2020, Freddie served as a Vice President with Pinebridge Investments, where he managed intermediary sales in the U.K. and France.
Antony Anastasiadis
Managing Director, Secondary Investments
Antony is a Managing Director on the Secondary Investment team based in the London office, where he leads the firm’s sourcing and institutional limited partner origination efforts. He is responsible for conducting due diligence and leading the execution of secondary investments. Prior to joining Hamilton Lane in 2017, Antony worked at a leading intermediary in the secondary market where he focused on sourcing, coordinating and execution of transactions on behalf of institutional investors. Earlier in his career, he was an Associate with Setter Capital where he focused on all aspects of secondary market transactions including sourcing, coordinating and execution of transactions on behalf of institutional investors. Antony received a Bachelor of Honours degree in Finance from the Asper School of Business at the University of Manitoba.
Unlocking Opportunities with Semi-Liquid Private Debt
This workshop will provide a high-level overview of Mercer’s services to allocators who are either seeking to gain exposure to, or are already allocated in, private market asset classes including private credit.
We will then provide an introductory overview of our new fund, the Mercer Semi-Liquid Private Debt Fund, including an insight into the fund's investment strategy and objectives.
This session will discuss the attraction of private debt as an asset class, as part of a diversified portfolio, as well as the benefits of a semi-liquid structure.
Workshop Objectives:
The workshop aims to educate participants on Private Debt portfolios, their structure, risk management, expected returns, to help foster informed investment decisions in private debt. It will also touch on how to select GPs and considerations.
Company Profile:
Mercer is the largest investment consulting firm by AUA and largest Outsourced Chief Investment Officer (OCIO) by AUM globally. The firm has a dedicated business which serves the needs for financial institutions, family offices, and wealth managers in the UK. We are committed to providing innovative investment strategies and strategic guidance that prioritise risk management and sustainable investing. Our extensive global expertise enables us to assist clients in navigating complex financial markets and achieving their investment objectives. Our tailored services also encompass comprehensive asset allocation, manager selection, and performance monitoring, ensuring alignment with each client's unique needs. With a focus on exceptional client service, Mercer integrates deep industry knowledge and advanced technology to empower informed decision-making and optimize investment outcomes. As part of Mercer, a global leader in health, wealth, and career solutions, we are dedicated to fostering long-term financial success.
Speakers
Nick Rosenblatt
Partner & Global Wealth Management Proposition Leader
Nick develops and oversees Mercer’s Wealth Management strategy in the UK and Europe, focusing on financial advisers, discretionary managers, private banks, platforms, and other intermediaries. With over 20 years of financial services experience, he joined Mercer in October 2018 from Russell Investments, where he led the UK Wholesale & Distribution Partnerships for 13 years. Previously, he spent 7 years at Merrill Lynch Investment Managers in various senior roles. Nick is an alumnus of the University of Oxford.
Sebastian Maciocia
Financial Institutions UK Commercial Leader
Sebastian is a Principal in Mercer’s Wealth Business and a senior member of the Financial Institutions Group. He joined Mercer in July 2023 to specifically build and grow Mercer’s commercial relationships with wealth managers in the UK. He brings over 16 years' industry experience. Prior to joining Mercer, Sebastian held senior relationship and business development roles at GAM, Winton Capital and BlackRock.
Representatives
Alecia DeCuollo
Senior Private Markets Specialist, Principal
Alecia DeCuollo is a private markets specialist within Mercer’s Private Markets Practice. She works with the investment diligence team to provide portfolio planning and construction for Mercer’s flagship private markets funds, as well as select delegated clients. She previously worked with the equity portfolio management team, focusing on the development of custom target date fund (TDF) programs for OCIO and advisory clients, as well as providing support for MercerWise TDF series and Mercer equity mutual funds. Prior to Mercer, she worked in the Capital Markets and Risk Team at Summit Strategies Group, as well as the Treasury Division at the Federal Reserve Bank of St. Louis.
Alecia holds a bachelor’s degree in economics from the Pennsylvania State University and a master’s degree in applied economics from the University of North Carolina at Greensboro. Alecia has also earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
Securing Success – Asset Based Lending for Private Credit
This presentation highlights the growing opportunity in private credit, particularly asset-based finance (ABF), a $20 trillion market encompassing mortgages, consumer loans, equipment leases, and infrastructure debt. As banks retreat from asset-based lending due to regulatory pressures, private credit is evolving to fill this gap, offering diversified, higher-quality investment opportunities with attractive yields.
Workshop Objectives:
We will highlight the Asset Based Finance opportunity set whilst also explaining the dynamics of ABF and how returns can be delivered using a Multi Sector approach.
Company Profile:
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital in income and credit opportunities that span the liquidity spectrum, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and alternative investment solutions and a valued financing partner.
Speakers
Rachit Jain
Portfolio Manager
Mr. Jain is a managing director and portfolio manager in the London office. He leads the European securitized products and covered bonds portfolio management team. In addition, he leads the firm’s efforts in European opportunistic residential loan strategies in public and private markets. Prior to joining PIMCO in 2009, he was an assistant director in the principal trading group at Royal Bank of Scotland/ABN Amro, focused on derivatives trading. He has 17 years of investment experience and holds master's and undergraduate degrees in mathematics and computing from the Indian Institute of Technology (IIT) in Delhi, India.
Representatives
Ryan Blute
Managing director and head of PIMCO’s global wealth management business in EMEA
Mr. Blute is a managing director and head of PIMCO’s global wealth management business in EMEA. Previously, he served as both the head of PIMCO’s Munich office and as the head of the firm’s product strategy group in EMEA. He is a founding member and head of PIMCO PRIDE across the region. Mr. Blute joined PIMCO in 2000 as an institutional account manager at the firm’s headquarters in Newport Beach. He holds an MBA from the University of Chicago Booth School of Business and an undergraduate degree from the University of Arizona. He also holds the certified public accountant designation.
Erwin Loop
Account Manager, Global Wealth Management
Mr. Loop is an account manager within the global wealth management team in the London office, responsible for relationships with U.K. wealth managers, multi-managers, and banks. Additionally, he serves as a member of the team managing PIMCO’s U.K. foundation investment portfolio. Prior to joining PIMCO in 2024, Mr. Loop held various positions at BNP Paribas Asset Management, the Development Bank of Rwanda, and KBC Asset Management. He has five years of investment and financial services experience and holds an MBA from the University of St. Gallen, Switzerland, and an undergraduate degree from Manchester Metropolitan University.