Citywire Private Assets Retreat, Austin 2026

Austin’s rhythm keeps calling us back. Join Citywire at the Private Assets Retreat, Feb 5–6 at the Four Seasons Austin, where alternative strategies take centre stage. With leading fund managers and a city that hums with creativity, this is one event you won’t want to miss.

Is this right for me? This event is tailored for manager research and due diligence professionals focused on third-party fund selection—especially in alternatives. CIOs, heads of research, and analysts in both generalist and alternatives roles are encouraged to attend.

What can I expect? You'll join small-group workshops with 10 fund managers, alongside peers from top banks, broker-dealers, and RIAs. Dive deep into strategy discussions, hear what others in due diligence are asking, and enjoy keynotes, panels, and rich networking throughout the day.

Does it cost to attend? This event is free for analysts and manager researchers to attend. Citywire will cover travel and accommodation costs.

If you are from an asset management firm and interested in attending this event, please contact Michele Luthin regarding sponsorship at mluthin@citywireusa.com

250508 - RIA Nashville - Panel Session (20)

Game-changing insights

Explore practical solutions for compliance, fees, tech adoption and portfolio design.

250508 - RIA Nashville (43)

Tactical, intimate meetings

Gain market insights through direct conversations with leading fund managers.

250508 - RIA Nashville (217)

Peer-to-peer networking

Connect with fellow CIOs and RIA leaders to exchange strategies and challenges.

John McArthur

John McArthur

Senior partner and CIO of Krilogy

Panel Session

John began his career in 2001 with A.G. Edwards & Sons. Before joining the firm as Chief Investment Officer, he spent five years with Morgan Stanley. As CIO, he is responsible for developing and maintaining the firm’s investment platform and initiatives. He oversees portfolio construction and chairs the firm’s Investment Committee. He also leads the Investment Strategy Team, which manages the firm’s asset allocation models. John guides the portfolio management process to ensure it aligns with stated objectives and monitors the portfolios’ risk budgeting. He is a graduate of Northwestern University, holds the CIMA designation through the Investments & Wealth Institute, and completed his preparation through the MIT Sloan Executive Education Program.
John McArthur
Aneet Deshpande

Aneet Deshpande

CIO of Clearstead Advisors

Panel Session

Aneet Deshpande is Chief Investment Officer at Clearstead, where he is responsible for leading the firm’s Investment Office, overseeing asset allocation, manager research, investment solutions, and portfolio management. He has been working in the financial services industry since 1999 and joined Clearstead in 2020, becoming a shareholder in 2021. Aneet brings expertise in investment manager research, public and private markets investment strategy, portfolio management, and trading. Before joining Clearstead, he worked as CIO and lead portfolio manager for a multi-billion-dollar investment management company, where he also held leadership roles in investment strategy, trading, and portfolio management. Throughout his career, he has led teams focused on delivering institutional-quality investment solutions and managing complex multi-asset portfolios for families and institutions. Aneet obtained his BSBA in Finance from the University of Louisville and holds the Chartered Financial Analyst (CFA) designation. He currently serves on the Ohio Advisory Board of Facing History and Ourselves.
Aneet Deshpande
Kim Flynn

Kim Flynn

President at XA Investments

Keynote Speaker

he is a partner in the firm and responsible for all product and business development activities. Kim is responsible for the firm’s proprietary fund platform and consulting practice. Kim has developed an expertise in closed-end fund product development and is a frequent contributor to media and industry events on topics including interval funds, alternative investments and London-listed investment companies. Kim has earned the CFA designation and is a member of the CFA Institute and CFA Society Chicago. She is also Series 7, 63 and 24 licensed.

Kim Flynn
Aaron Schatz

Aaron Schatz

Chief Analytics Officer, FTN Fantasy & ESPN NFL analyst

Keynote Speaker

Aaron Schatz has been writing about NFL analytics since he founded the website Football Outsiders in 2003. He is best known for creating the metric DVOA and the New York Times Magazine referred to him as “the Bill James of football.” Schatz is currently Chief Analytics Officer for FTN Fantasy, as well as a writer for ESPN. He has done custom research for a number of NFL teams and is one of 50 members of the Associated Press voting panel for NFL regular-season awards and the All-Pro team. Schatz grew up in Sharon, Massachusetts, and has a B.A. in Economics from Brown University.
Aaron Schatz

Workshops

Workshops

American Beacon

The Opportunity in Lower Middle Market Real Estate Debt

The current real estate landscape is rebounding from the COVID-19 pandemic and the ensuing rapid upward interest-rate cycle. With opportunities ripe in the battle-tested real-estate debt market, the lower middle market remains fragmented, allowing opportunistic investors the chance to find strong deal flow in real estate credit.

Workshop Objective:
~1.    Introduce lower middle market real estate credit
2.    Overview of boutique firm with deep real estate debt expertise
3.    How to complement a traditional private credit portfolio

Company Profile: American Beacon Partners is a market-leading product innovation and distribution partner serving the U.S. wealth market. Our mission is to connect investors with high-quality investment solutions by identifying best-in-class managers, optimizing products to meet evolving demand, and delivering them through effective service distribution and marketing. With deep market insight and a collaborative approach, we help asset managers expand reach and help advisors access differentiated strategies that support better client outcomes. For more information, visit ambeacon.com.

Gemcorp

Financing Everyday Life: opportunities in commodity-backed credit.

Food, infrastructure, and energy underpin daily life and global economies. Yet, these essential resources are often produced in regions defined by unique geology and climate, far from where they are ultimately consumed. 

Bridging that gap requires financing across the entire supply chain, from production and processing to transport and trade. 

Commodity-backed credit provides investors with access to this real-world financing opportunity, offering stable, income-generating exposure that is largely uncorrelated to traditional markets. By supporting the movement of essential goods, it can serve as both a diversifier and a hedge against inflation, currency depreciation, and geopolitical risk.

Workshop Objective: A discussion of commodity-backed credit, trade finance and the tools that redefine emerging markets investing.

Company Profile: Gemcorp Capital is a privately owned investment group focused on unleashing the potential in emerging markets. We combine decades of experience with financial discipline and local knowledge to deliver long-term value for investors and sustainable growth in the economies we invest in.

Our core focus is emerging market private credit, structuring and managing solutions that make complex markets investable for global investors. With deep roots across Africa and other growth regions, we look to unlock opportunities that offer genuine alpha and diversification. We mitigate risks through disciplined underwriting and innovative structuring, deploying capital in sectors critical to economic resilience and development.

Additionally, we manage complementary strategies in trade finance, liquid markets and special situations, each underpinned by the same investment discipline and conviction-based philosophy.

Hines

Tax-Advantaged Strategies and Potential Equity Upside: Private Real Estate Opportunity Set

This presentation covers Hines Real Estate Exchange, LLC, which seeks to offer beneficial interests in DST offerings with the objective of providing cash flow to investors from Master Lease rents in the form of cash distributions. Hines Real Estate Exchange, LLC seeks to manage properties within the DST in a manner consistent with prudent real estate management to maintain long-term value and, unless the Fair Market Value Option has been exercised, to sell the properties.

Workshop Objective: To provide financial professionals with a data-driven understanding of real estate market trends, Hines Global Income Trust's strategic approach, and how to position real estate investments effectively in response to shifting economic conditions.

Invesco

Rethinking Real Estate: Investing Where We Consume, Live, Innovate, and Connect

Join Invesco Real Estate to examine and explore how to best position real estate equity and debt strategies to create value in client portfolios.  Coming off a three-year correction,1 real estate valuations have stabilized,2 creating an attractive entry point for both real estate debt and equity investments, in our view. Amid healthy demand, declining supply,3 and anticipated rate cuts potentially lowering borrowing costs, we believe real estate equity may represent a particularly compelling opportunity. 

Workshop Objective: This session will present the investment case for US commercial real estate equity and debt and highlight the attributes of each strategy.

Company Profile: Invesco Ltd. (Ticker NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in more than 20 countries, Invesco manages US$2.1 trillion (as of September 30, 2025) in assets on behalf of clients worldwide.

Nuveen

Navigating the Real Estate Resurgence

 Join our portfolio manager for an insider's view on navigating today's global real estate resurgence and the powerful megatrends driving sustained demand for necessity real estate. Understand Nuveen's research-driven perspectives behind alpha-generating opportunities across the global risk spectrum—from sector evaluation, including the rise of data centers and AI infrastructure, to geographical diversification. 

Workshop Objective: Educate investors on the status of the real estate market, understanding global and domestic megatrends, and how Nuveen’s strategy leverages local expertise and sector allocation for long-term growth.

Company Profile: Nuveen is a global investment leader, managing $1.4T in public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors.

With broad expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our 125+ year heritage.

Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of 
investors — all to pursue lasting performance for our clients, our communities and our global economy.

Nuveen. Invest like the future is watching.

KKR

Add extra sponsors (e.g. tech or media partners)

Sponsors

Agenda

  1. 08:00 - 09:20am

    Networking Breakfast

  2. 09:20 - 09:30am

    Welcome Address

  3. 09:30 - 10:30am

    Conference session 1

  4. 10:30 - 11:10am

    Fund Group Workshop

  5. 11:20 - 12:00pm

    Fund Group Workshop

  6. 12:00 - 1:30pm

    Table Planned Lunch

  7. 1:30 - 2:30pm

    Conference Session - Panel

  8. 2:30 - 3:10pm

    Fund Group Workshop

  9. 3:20 - 4:00pm

    Fund Group Workshop

  10. 4:00 - 4:45pm

    Masterclass

  11. 6:00 - 9:00pm

    Drinks & Standing Dinner

Register

Let's get you registered

This won't take long. We just need a few quick details to help tailor your experience.

For more information, please contact:

elle winterson-Sep-15-2025-02-07-42-7940-PM

Elle Winterson

Head of Professional Buyer Audience Development

Email
Jelaney wright-1

Jelaney Wright

Audience Development Manager

Email