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Workshops
Workshops
Serving the Sophisticated Tenant
Real estate must catch-up to the ever-changing landscape of demographics and technological advancements in the sectors they support. We’ll discuss the changing mind set from a “set it and forget it” landlord to how a proactive, service-minded partner can impact real estate portfolio returns across life sciences, industrial and multi-family properties.
We’ll also discuss how real estate investments play a significant role in the reshoring of supply chains and how the American real estate market is evolving to meet these challenges.
Workshop Objective: To learn how a proactive, service-minded partner can impact real estate portfolio returns across life sciences, industrial and multi-family properties.
Speakers
Ali Houshmand
Global Head of Non-Traded REITs
Ali Houshmand is a seasoned real estate professional with experience across the risk spectrum in various sectors in domestic and international markets. As the Global Head of Non-Traded REITs, he is focused on assessing new real estate product opportunities for EQT Exeter. Previously, while at Texas Permanent School Fund, Ali helped the Fund expand into new property types, manager relationships, and investment structures, while exceeding the Fund's risk-adjusted return objectives.
Representatives
Michael Leder
Director of Capital Raising
Michael Leder is a Director of Capital Raising for the Americas Private Wealth Management Group at EQT Partners and based in New York. Prior to joining EQT, Michael spent nearly 20 years in the alternative investment industry with various leading asset managers including Citadel, Morgan Stanley, Winton Capital, and most recently Alkeon Capital Management. During his career he has served in a number of different roles across sales, client service, product development and national account management. Michael’s clients have included state pension plans, taft-hartley plans, endowments, foundations, family offices, private banks and large US bank platforms.
Michael graduated from Binghamton University with a BA in Psychology and was a member of the Men’s Golf Team. In his spare time, he enjoys golf, pickleball and traveling with his 2 sons and wife
David Allen
Director of Capital Raising
Dave Allen is the Director of Capital Raising for EQT Partners covering the Southeast region, based out of Tampa, FL. Prior to joining EQT Partners, Dave spent over 10 years at Goldman Sachs Asset Management (GSAM) working with RIA, Independent and Wirehouse Advisors. Before GSAM, Dave was a Regional Consultant at Destra Capital. He has experience representing a variety of asset classes and investment strategies in both public and private markets, across multiple vehicle structures including mutual funds, ETF's, SMA's, interval funds and private funds.
Unlocking the Potential of Private Equity Multi-Strategy Solutions
Unlock the potential of private equity multi-strategy investing with Fidelity’s Head of Private Equity Multi-Strategy Funds, Michael Bailey. In this session, we will seek to highlight the potential advantages of diversified strategies within private equity. Attendees will gain valuable insights into the investment and private equity selection research process, including key factors influencing firm selection and strategy execution. This session will also focus on the risk/return profile of multi-strategy investments, offering a deeper understanding of how risk management and performance potential are balanced in this space.
Workshop Objective: Review opportunities in the private equity markets and how the Fidelity Private Equity Multi-Strategy Fund leverages research to seek consistent, competitive, and risk-adjusted returns.
Company Profile: Fidelity Institutional® offers investment insights, strategies, and solutions, as well as trading and prime brokerage services, to a wide range of wealth management firms, asset managers, and institutional investors.
Speakers
Michael Bailey
Head of Private Equity Multi-Strategy Funds
Representatives
Tom Abare
Senior Vice President, Head of Financial Planning and Investments
Tom Abare is senior vice president and head of financial planning and investments at Fidelity Institutional, the Fidelity Investments business dedicated to serving financial professionals and institutions. He is responsible for managing all aspects of account management for institutional client relationships in the intermediary marketplace for the FI Financial Institutions group.
He has been in the financial industry since 1988.
Residential Lending: Untapped Opportunities in Alternative Credit
Join us to hear how to best access private and public investment opportunities in residential real estate markets, that may offer elevated income, and the potential to benefit from strong fundamental and technical tailwinds compared to commercial real estate.
Workshop Objective: Join First Eagle Investments at Citywire Private Assets for an alternative credit session focusing on:
• Private and public investment opportunities in residential real estate markets
• The potential for elevated income in residential real estate lending
• Strategy focuses on strong housing fundamentals and the supply/demand imbalance prevalent in US housing.
Company Profile: First Eagle Investments is an independent, privately owned investment management firm headquartered in New York with approximately $138 billion in assets under management (as of 6/30/24). With a focus on active, fundamental, benchmark-agnostic investing and downside mitigation, First Eagle has helped its clients avoid the permanent impairment of capital and earn attractive returns across economic cycles. The firm offers a range of differentiated strategies featuring equities, fixed income and currencies, alternative credit and real assets.
*The total AUM represents the combined AUM of (i) First Eagle Investment Management, LLC, (ii) its subsidiary investment advisers, First Eagle Separate Account Management, LLC, First Eagle Alternative Credit (“FEAC”) and Napier Park Global Capital (“Napier Park”), and (iii) Regatta Loan Management LLC, an advisory affiliate of Napier Park. The total AUM includes $1.1 billion of committed and other non-fee-paying capital from FEAC and $1.8 billion of committed and other non-fee-paying capital from Napier Park.
Speakers
Tim Ruberti
Managing Director Real Estate Strategy, New York
Tim manages Asset Sourcing for the Mortgage and Consumer team, overseeing relationships with origination partners and negotiating terms and documentation. He leads Asset Management for non-performing assets, working closely with servicing and legal partners to optimize returns. Additionally, he works closely with sales, pitching investment strategies to retail and institutional clients. Tim joined Napier Park in 2013, after covering the team for a decade as an institutional salesperson at Goldman Sachs and UBS.
Representatives
Kevin McAvoy
National Accounts Manager
John Byrnes
RIA Internal Advisory Consultant
Franklin BSP Private Credit Interval Fund
The presentation provides an overview of the BSP-Alcentra platform, highlighting the firm's extensive experience and investment capabilities across the credit spectrum. Additionally, the presentation delves deeper into BSP’s differentiated investment approach, benefits of an interval fund structure and current private credit market environment.
Workshop Objective: To provide attendees with a comprehensive understanding of the BSP-Alcentra platform, its investment approach, the benefits of the interval fund structure, and the current private credit market.
Company Profile: At Franklin Templeton we offer our clients a gateway to investment excellence backed by a global organization and delivered through consistent, coordinated client experience. We’ve broadened our capabilities by attracting leading public and private market investment managers to our firm. Today we are among the world’s largest asset managers with offices in major financial markets, serving clients in more than 150 countries, and managing nearly $1.6 trillion in assets*.
* AUM is in USD as of 31 December 2023 and has been restated to include proforma AUM from Putnam Investments at the same date. Franklin Templeton acquired Putnam Investments on 1 January 2024.
Speaker
Anant Kumar
Managing Director and Head of Research, Benefit Street Partners
Anant Kumar is Head of Research and a managing director with Benefit Street Partners and is based in our West Palm Beach office. Mr. Kumar has portfolio manager responsibilities for multiple strategies across the firm, including Private Credit, High Yield Bonds, and Leveraged Loans.
Prior to joining BSP in 2015, Mr. Kumar worked as an investment banker in the Capital Markets Advisory group at Lazard Freres in New York, and prior to that, he worked in the Leveraged Finance group at Deutsche Bank. Mr. Kumar holds a bachelor of engineering degree from Visvesvaraya Technological University in India, a master of science from Stanford University, and an MBA from the University of Chicago Booth School of Business.
Representatives
Michael Dobkowski
Director, Alternative Investments
Drew Kehnast
Private Wealth Director
How Opportunity Zone Funds Can Help Advisors Generate more High-Net-Worth Clients and Prospects.
Opportunity Zone Funds give advisors an opportunity to present a holistic solution that combines tax planning, financial planning and after-tax investment alpha in a singular solution. It’s a versatile tool that can address the issues that high-net-worth investors care most about, planning, liability mitigation and after-tax investment outcomes and one of the best tools available to help cultivate the referral sources that most advisors seek.
Workshop Objective: To discuss how Griffin’s top advisors have used Opportunity Zone Funds to grow their businesses by cultivating the types of high-net-worth clients, prospects, and referral sources they want.
Company Profile: Griffin Capital is a deeply experienced real estate investment management firm that has been investing across different sectors of the property markets throughout the country in a variety of investment vehicle structures for almost 30 years.
The firm has raised over $17 Billion of equity through its relationships with private wealth intermediaries and has sponsored or co-sponsored investment strategies totaling over $23 billion. The firm’s management team and employees have co-invested over $300 million of their own capital alongside investors.
Today the firm is focused specifically on multifamily development due to the attractive long-term tailwinds that support demand for the multifamily sector, its resiliency through economic cycles, and the attractive premium that can be earned through the development process.
Speakers
Andy Marrone
SVP – National Sales Director
Andy Marrone serves as National Sales Director at Griffin Capital. At Griffin, Mr. Marrone focuses his efforts on Managing the firm's relationships across all channels and plays an integral role in supporting the financial intermediaries Griffin Capital serves. Mr. Marrone has extensive experience managing high-performing individuals and a deep understanding of the capital markets and intermediary distribution.
Prior to joining Griffin Capital, he served as a Senior Vice President at Ecovest Capital where he was head of Sales and Distribution and a key member of the Executive Leadership Team. Prior to EcoVest, he spent more than two decades in sales and leadership roles with firms such as FS Investments, Cole Capital, and AXA Equitable.
Representatives
Ian McElreath
SVP – Wealth Solutions
As Senior Vice President of Wealth Solutions, Ian brings an extensive background that includes representing alternative investment strategies for nationally recognized real estate investment managers. Ian has extensive experience raising capital for private real estate, debt, equity, and energy strategies. Hisexperience and success with tax-focused investment structures further highlights his proficiency and ability to create value for financial intermediaries and the clients that they serve.
Fund Group Workshop
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.
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 26 countries, Invesco manages US$1.7 trillion in assets on behalf of clients worldwide as of June 30, 2024.
Speakers
Jennifer Fetzer
Client Portfolio Manager, Invesco Real Estate
Jennifer Fetzer is a Client Portfolio Manager at Invesco Real Estate. Ms. Fetzer’s primary responsibilities are to engage with broader Invesco distribution and grow IRE’s presence in the financial intermediary channel.
Ms. Fetzer began her investment career in 1999 and joined Invesco Real Estate in 2022. Prior to joining Invesco, she was an Executive Director for a boutique REIT manager within J.P. Morgan Asset Management, responsible for capital raising, marketing, and all aspects of client service for institutional clients. Prior to J.P. Morgan, Ms. Fetzer held various fixed income sales roles with Wells Fargo Securities, HSBC Securities, and Prudential Securities.
Ms. Fetzer earned a Bachelor of Science from the University of Notre Dame and an MBA from the University of Chicago Booth School of Business. She holds the Series 7 and 63 licenses.
Representatives
Tanya Ghaleb-Harter
Director, Investment Due Diligence
Tanya Ghaleb-Harter is a Director on the Investment Due Diligence team for Invesco’s Wealth Management Platforms group. In this role, she leverages experience across alternative investments, quantitative portfolio analysis and advisor/client education.
Ms. Ghaleb-Harter joined Invesco in 2018. Prior to joining the firm, she was a member of the Merrill chief investment office due diligence strategy team responsible for leading the advisor communication process on alternative investments. Prior to that, she helped build and lead Merrill's liquid alternatives research process. Before joining Merrill in 2009, Ms. Ghaleb-Harter worked at Deutsche Bank as a portfolio manager and lead analyst for the fund of hedge funds business, where she ran multi-strategy and emerging manager portfolios, and led investment due diligence for global macro, managed futures, commodity and quantitative equity hedge funds. Ms. Ghaleb-Harter began her career at the Federal Reserve Bank of New York in the research and market analysis group. She has also written and coauthored articles appearing in professional journals and educational publications, including the Journal of Wealth Management and the Journal of Private Equity.
Ms. Ghaleb-Harter earned a BA degree (Phi Beta Kappa) in economics and an MBA in finance from Cornell University. She holds the Series 7 and 66 registrations.
Not a Deposit | Not FDIC Insured | Not Guaranteed by the Bank
May Lose Value | Not Insured by any Federal Government Agency
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
Alternative products typically hold more non-traditional investments and employ more complex trading strategies, including hedging and leveraging through derivatives, short selling and opportunistic strategies that change with market conditions. Investors considering alternatives should be aware of their unique characteristics and additional risks from the strategies they use. Like all investments, performance will fluctuate. You can lose money.
Investing in commercial real estate assets involves certain risks, including but not limited to: tenants' inability to pay rent; increases in interest rates and lack of availability of financing; tenant turnover and vacancies; and changes in supply of or demand for similar property types in a given market.
Invesco Distributors, Inc.
The New Frontier of Direct Private Markets with KKR
Each session will be a 35-minute workshop hosted by Dave Lander and aiming to help investment professionals learn about KKR’s investment platforms and the novel access points that offer direct access to KKR investments for a broader swath of investors. In addition to learning about KKR’s capabilities and the evolution of product structures for accredited investors, attendees will also learn about our house views on asset allocation, opportunity set, and private markets going forward. Ultimately, investment professionals will learn how KKR investments can be integrated within an overall financial and investment plan to potentially help improve portfolio outcomes and help clients reach their goals.
Workshop Objective: The workshops are designed to help investment professionals explore KKR’s investment platforms and the innovative access points that provide a wider range of investors with direct access to KKR investments.
Company Profile: KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.
Speakers
Dave Lander
Principal, Relationship Manager
Dave Lander leads KKR’s RIA relationships across the Southeastern United States supporting financial advisors and high net worth clients across KKR's suite of alternative investments. Prior to KKR, Mr. Lander worked as a product specialist for the Central Park Group (now Macquarie Asset Mgmt.), focusing on private equity and hedge fund strategies. He received a degree in Economics & Finance from Villanova University.
Representatives
Matt Magill
Head of RIAs in the Americas
Matt Magill is KKR’s Head of RIAs in the Americas, specializing in distributing KKR strategies to registered investment advisors and private wealth platforms. Before KKR, he oversaw the west coast family office and investor relations teams at Blue Owl Capital. He also held business development and relationship management roles at PIMCO and Lord Abbett, & Co. Mr. Magill earned a B.S. in Finance and International Business from New York University.
Victoria Krauel Santa-Cruz
Analyst
Victoria Krauel Santa-Cruz is an Analyst on the RIA and Bank Trust team focused on the east coast, supporting financial advisors and high net worth clients across KKR's suite of alternative investments. Before KKR, Ms. Krauel Santa-Cruz worked as a distribution professional for Lord Abbett, & Co., focusing on their full suite of equity and fixed income solutions. She earned a degree in International Relations from the George Washington University.
Lord Abbett CLO Capabilities
In this session we will discuss the four pillars of Lord Abbett’s alternatives strategy with a focus on the CLO platform and the current opportunity in CLO equity.
Workshop Objective: The objective of this workshop is to educate the buying community on Lord Abbett’s alternatives strategy and the current opportunity in CLO equity.
Company Profile: As an independent investment management firm founded in 1929, our approach to investing is rooted in the belief that the interests of our clients always come first. This belief has empowered us to serve generations of clients, navigate changing markets, and earn the privilege of managing money across a full range of global investment offerings. As an investment-led firm, everything we do is defined by three defining characteristics: active management, product quality, and a singular focus.
• We are active managers where alpha is derived through security selection.
• We are passionate about the quality of our products with each strategy built on a core strength.
• We are an independent firm with a singular focus on the management of money.
Speakers
Aron Grufstedt
Portfolio Manager
Aron Grufstedt is responsible for contributing to the management for the firm’s taxable-fixed income strategies with a focus on CLOs. Mr. Grufstedt joined Lord Abbett in 2022. His previous experience includes serving in various roles at Carlyle Group including Structuring and Liability Management and Credit Analyst; Private Equity Associate at CCMP Capital; and Analyst at Octagon Credit Investors, LLC. He has worked in the financial services industry since 2005.He earned a BS in business management from Babson College.
Representatives
Collin Crotty
Regional Director, Strategic RIA Group
Collin Crotty is focused on building and deepening Lord Abbett’s relationships with large financial institutions and registered investment advisors (RIAs). Prior to his current role, he served as Co-Head of National Sales responsible for leading the U.S. Private Wealth distribution effort for the central states. He joined Lord Abbett as an Advisor Consultant. He has worked in the financial services industry since 2002.
Matt Bergen
Head of U.S. Private Wealth Market Strategy
Matt Bergen is focused on strategy for the U.S. Private Wealth business, ranging from the development of views of investor needs by channel to the implementation of those views. In strong collaboration with the Head of U.S. Private Wealth, he is responsible for developing and adapting the go-to-market strategy for investment products in different client, channel, and market segments. Additionally, he works closely with the Chief Operating Officer for Client Services to form and implement these strategic initiatives.
Not all Private Credit is Created Equal: Identifying Key Differentiators that Really Matter
Churchill Asset Management, an investment affiliate of Nuveen, is a leading platform in the world of private capital. As investors have broadened their search for yield and are increasingly seeking to invest in private markets, Churchill has several offerings available that take advantage of the team’s expertise within senior secured lending, junior capital, and private equity co-investments. Churchill has access to proprietary deal flow through their parent company, TIAA, and was named the #1 most active private equity lender in U.S. buyouts by PitchBook in all of 2023. Dating back to Churchill’s start in 2006, the team has maintained rigorous underwriting standards, which has led to strong performance through market cycles.
Workshop Objective: Deeper understanding of Private Capital landscape with a focus on middle market, and a clear understanding of Churchill’s competitive advantage in the space as they evaluate managers and opportunities.
Speakers
Laura Stolfi
MD, Senior Investment Strategist, Churchill
Laura serves as a Managing Director, Senior Investment Strategist for Churchill Asset Management. In her role, Laura provides meaningful investment insights across the private capital spectrum to the investment community, with a particular emphasis on the Private Wealth and Retail channel. She works closely with Nuveen’s global distribution team to deepen relationships with and educate Churchill’s investors and
partners.
Representatives
Mia Savino
VP, Alternatives Specialist
Laura serves as a Managing Director, Senior Investment Strategist for Churchill Asset Management. In her role, Laura provides meaningful investment insights across the private capital spectrum to the investment community, with a particular emphasis on the Private Wealth and Retail channel. She works closely with Nuveen’s global distribution team to deepen relationships with and educate Churchill’s investors and partners.
Ray Olson
MD, Market Leader
As a Managing Director, Ray's responsibilities include marketing Nuveen's investment solutions, including alternatives, mutual funds, ETFs, CEFs, model portfolios and separately managed accounts, focusing on developing and managing relationships in the high net worth segment for wirehouse, RIA, financial institutions and regional distribution channels throughout Florida. Ray is currently the market leader of a five person team covering South and West Florida.
Standing out from the crowd: Cultivating value in core middle market lending for over two decades
Speakers
Brent Huggins
Principal, PGIM Private Capital
Brent Huggins is a Principal for PGIM Private Capital and is based in the Newark office. He leads Product Development for PPC Alternatives and helps oversee PGIM’s middle market CLO platform, private credit BDC, and fund structuring. Prior to this role, Brent worked in PPC’s Energy Mezzanine business, where he was responsible for originating, underwriting, and managing investments. Brent joined PPC in 2015. Prior to joining the firm, Brent worked in EY’s Financial Advisory Services practice. Brent received an MS and BBA from Texas A&M University. He is a CFA Charterholder and licensed CPA in the state of Texas.
Representatives
Rick Studer
Head of RIA, Family Office, & Consultant Relations
Sean Morris
Executive Director
Sean Morris is an executive director at PGIM Private Alternatives and a member of the U.S. Business Development team, focusing on private wealth solutions. Based in Boston, Sean partners with the global head of Wealth Strategies and PGIM Investments’ product development, National Accounts and Distribution teams to help provide access across the PGIM Private Alternatives platform to individual investors via their intermediaries and advisors.As part of the PFI and PGIM families, PGIM Private Alternatives comprises PGIM Real Estate, PGIM Private Capital and Montana Capital Partners (mcp).
PGIM Private Alternatives provides clients with seamless access to a comprehensive set of investment and financing solutions across private credit, real estate, agriculture, sustainable investing, infrastructure and private equity.
Previously, Sean was a managing director at CIM Group where he built and led a new Private Wealth distribution channel bringing democratized access of the firm’s institutional funds to high-net worth investors, RIAs and Family Offices.
Prior to CIM, Sean worked at Cole Capital as a National Sales Director leading distribution of the non-traded REIT platform, where the team raised in excess of $6B from 2012-2018. He also served as the firm’s keynote speaker at industry and due diligence events. Sean has also held various leadership and business development positions at SunLife, Lincoln Financial and AIG SunAmerica.
Sean has a bachelor’s degree in management from Villanova University and holds FINRA Series 7, 63 and 24 licenses.
Gold Outlook For The Next 6-18 Months
Join George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors, to discuss gold’s:
Economic outlook - Soft landing, “extended period of below trend growth”, or recession?
Geopolitics - Actual: Ukraine, Israel and broader middle East. Possible: Increasing China aggression, ugly US election.
How will gold react? Demand outlook, especially jewelry, investment, and central banks. Supply outlook, including mine production and recycling.
Gold’s role in a portfolio.
Outlook for the gold price.
Company Profile: For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $3.48 trillion† under our care. *Pensions & Investments Research Center, as of 12/31/21. †This figure is presented as June 30, 2022 and includes approximately $66.43 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. *Pensions & Investments Research Center, as of 12/31/21
Speakers
George Milling-Stanley
Chief Gold Strategist, State Street Global Advisors SPDR
George Milling-Stanley is Chief Gold Strategist with State Street Global Advisors SPDR. He joined SPDR as a Vice President and Head of Gold Strategy in November 2014. Before joining SPDR, George ran the independent consultancy George Milling-Stanley on Gold, LLC. He retired from the World Gold Council in 2011 after a 15-year career there. Most recently he had been responsible for all programs involving central banks, governments, and regulatory authorities. Before that, he was a key member of the small team that pioneered the development of gold-backed Exchange Traded Funds. His earlier career included six years on the precious metals trading desk of Lehman Brothers. Previously he worked for Consolidated Gold Fields in London, and before that spent 10 years as a reporter and columnist with the Financial Times.
Representatives
Todd Page
Regional Consultant RIA Southeast
Todd Page is a VP, Senior Advisor Consultant with State Street Global Advisors SPDR ETFs serving the RIA/Multifamily Offices within the Southeast. In this role, he works to help discretionary high net worth clients incorporate SSGA ETFs into their portfolios and discusses thought leadership/business development needs. Prior to joining the firm, he was in similar roles with INVESCO and Transamerica Capital, consulting on ETFs, direct indexing, SMAs and Alternatives.
Christopher Hartmann
the California RIA Regional Consultant
Chris Hartmann is the California RIA Regional Consultant for SPDR ETFs and State Street Global Advisors, the fourth largest asset manager in the world. In this role, he is responsible for managing key RIA partnerships and serving as an advisor consultant on varying business practices, regularly providing meaningful market insights, product information, investment ideas and practice management. Prior to joining SSGA, Mr. Hartmann spent time at both Vanguard and Northern Trust Asset Management, serving in investment consulting and intermediary distribution roles. He is a graduate from the W.P. Carey School of Business at Arizona State University, earning a bachelor's degree in finance. Mr. Hartmann holds the CFA designation, is an active member of CFA Society Los Angeles and is a CFP® certificate. He also maintains Series 7 and 63 licenses with FINRA.
Private Credit: A Place in All of Your Clients Portfolios
Private credit is a rapidly growing alternative asset class. As borrowers continue to see a decline in more traditional lending options after the great financial crisis, nonbank lenders have stepped in. We will discuss the evolving market and where we see opportunities.
Company Profile: As a trusted advisor to many of the world’s largest and most sophisticated investors, OHA serves as the cornerstone of T. Rowe Price’s private credit investments. The partnership combines T. Rowe Price’s deep expertise in client solutions with OHA’s extensive private credit investment capabilities.
Speakers
Andrew Winer
Managing Director, Chief Operating Officer – Registered Funds, OHA
Andrew Winer, Managing Director, Chief Operating Officer – Registered Funds, works in the area of new business development and has primary responsibility for operations of OHA’s BDCs and similar vehicles. Prior to joining OHA, Mr. Winer was the Co-Founder and Portfolio Manager of Sound Point Capital’s commercial real estate business and served as Chief Investment Officer of InPoint Commercial Real Estate Income Inc. Previously, Mr. Winer served as President of Global Net Lease, Inc. and worked at Credit Suisse and predecessor firms in a variety of commercial real estate and structured finance related positions. Mr. Winer earned a Master of Accountancy and a B.B.A. in Accounting from the University of Michigan School of Business.
Representatives
Chet Milot
Senior Alternative Investment Specialist, T. Rowe Price
Chet Milot, Senior Alternative Investment Specialist, has 12 years of industry experience. Before joining T. Rowe Price, Chet was a Senior Vice President at CAIS where he worked with RIAs across the Northeast and Midwest helping advisors research and allocate to private markets. Prior to CAIS, Chet covered the wealth channel at AQR Capital Management, WisdomTree Asset Management, and Fidelity in Business Development roles. Chet graduated with a BA from Loyola University Maryland.
Martin Tischler
Alternative Investment Specialist, T. Rowe Price
Martin Tischler, Alternative Investment Specialist, has 5 years of experience partnering with RIAs and their clients. Before joining T. Rowe Price, Martin worked at Charles Schwab and Co. as a Financial Consultant, helping advisors and clients understand how alternative investments can benefit a portfolio and facilitating introductions to RIAs across the country with whom client need was well-matched. Martin obtained his CERTIFIED FINANCIAL PLANNER™ in 2022 and Personal Financial Planning Certificate from the University of California, Irvine in 2021. He completed his undergraduate degree in Economics and Political Science at the Maxwell School of Citizenship and Public Affairs at Syracuse University.
Zack Scott
Zack Scott is one of only two Major League Baseball leaders in the past twenty years who served as a general manager (New York Mets) and contributed to more than three World Series championships (four with the Boston Red Sox). As the Founder and CEO of Four Rings Sports Solutions, he leverages his extensive experience and strategic insights to empower professional sports teams to optimize talent acquisition, maximize player potential, and achieve sustainable success through data-informed decisions.
Zack is known for his empathetic leadership, transparency, and innovative problem-solving skills. He has built data-driven systems and fostered collaborative cultures that consistently outperform the competition. As a thought leader, Zack inspires audiences to think differently and use resourcefulness, open-mindedness, and creativity to overcome their biggest challenges.
Speakers
Daniel Amiri
Andrei Bondar
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