Citywire Professional Buyer, Los Angeles Due Diligence Retreat 2026

Join AGF Investments as we discuss the AGF U.S. Small-Mid Cap Growth Equity Strategy, a concentrated portfolio of approximately 30 high-conviction holdings built through bottom-up fundamental research. Rather than attempting to mirror the benchmark, this strategy focuses exclusively on active positions where our research identifies compelling long-term opportunities. We believe the small and mid-cap universe offers a hunting ground for differentiated stock selection, allowing active managers to uncover businesses with attractive growth prospects that may be underappreciated by the broader market. 

Company Profile:

This workshop will provide valuable insights into AGF Investments’ portfolio construction process and demonstrate how we build a high-conviction portfolio from our best investment ideas. Key perspectives and insights you will take away from this workshop include: 

• Research framework
• Security selection criteria
• Portfolio weighting discipline
• Risk management approach, highlighting how a concentrated portfolio of active weights seeks to generate long-term alpha through stock selection 

About AGF Investments 
AGF Investments is a group of wholly owned subsidiaries of AGF Management Limited, a Canadian reporting issuer. The subsidiaries included in AGF Investments are AGF Investments Inc. (AGFI), AGF Investments LLC (AGFUS) and AGF International Advisors Company Limited (AGFIA). The term AGF Investments may refer to one or more of these subsidiaries or to all of them jointly. This term is used for convenience and does not precisely describe any of the separate companies, each of which manages its own affairs. 
 AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is registered or authorized to provide such services. 
 
AGF Investments Inc. is a wholly-owned subsidiary of AGF Management Limited and conducts the management and advisory of mutual funds in Canada. 

As benchmarks grow more concentrated and classification changes redraw the value universe, investors face a complex set of challenges from avoiding the proverbial falling knife to resisting the pull of benchmark-driven winners. This session explores how free cash flow, alongside capital and valuation discipline, can serve as a compass for identifying high-quality investments across a changing opportunity set. Learn how combining these disciplines can help distinguish resilient companies with a margin of safety from structurally impaired businesses, sharpen security selection and uncover industry leaders positioned to compound value over the long term.

Workshop Objectives:

Understand how combining free cash flow analysis with valuation discipline can help investors avoid value traps, resist benchmark-driven style drift and identify resilient companies across a changing value universe.

Company Profile:

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest level of service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

First, a broad marketplace update on alternatives, focused on private equity, including products that combine public-market stocks and private equity.
 
Then, a closer look at the Capital Group/KKR Public-Private Solution equity product that launched in March 2026, including the impetus for the launch, product design, and Capital Group’s partnership with KKR.

Workshop Objectives:

Provide participants with an update on the current landscape of public-private alts products and an intro to the Capital Group/KKR recently launched solution.

Company Profile:

Since 1931, Capital Group has been dedicated to improving people's lives through successful investing, collaborative research, diverse perspectives and a long-term view. Known for our American Funds® mutual funds, we’ve brought the same time-tested active management to ETFs and are excited to now offer public-private investments. Our growing lineup of active ETFs and Public-Private+ Solutions represents the latest evolution in our more than 90-year history of bringing our distinct, long-term active management approach to investors in their investment vehicle of choice. As of December 31, 2025, Capital Group manages $3.3 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.

Company Profile:

Guggenheim Investments is a global asset management and investment advisory firm with assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our 220+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification opportunities and attractive long-term results.

AI dominates headlines, but the structural investment opportunity is in what powers it. The Electrification of Everything, spanning data centers, EV adoption, automation, and reshoring, is creating a multi-decade demand surge for power, infrastructure, and raw materials that rivals the Industrial Revolution in scale. In this session, we examine the data behind that demand: $1.1 trillion in utility capital expenditures, 106 GW of projected data center power demand by 2035, and copper requirements of 27 to 47 tons per megawatt. More importantly, we'll explore how to position portfolios across energy infrastructure, commodities, and real estate to capture these tailwinds with reduced correlation to tech-heavy allocations, and why the physical economy deserves a seat at the table.

Workshop Objective:

Help attendees move beyond AI narratives to identify actionable, real-asset investment strategies across energy infrastructure, commodities, and real estate positioned to benefit from the Electrification of Everything.

Company Profile:

SS&C ALPS Advisors, with $37.12 billion in assets under management as of March 31, 2026, is an open architecture boutique investment manager offering portfolio building blocks, active insight, and an unwavering drive to guide clients to investment outcomes across sustainable income, thematic and alternative growth strategies.

Artificial intelligence is evolving from a narrow technology theme into a broader economic and capital spending cycle. This presentation examines how AI is reshaping sector leadership across the equity market, creating opportunities among both AI enablers and AI adopters. We explore why Technology remains central to the AI buildout, while Industrials, Materials, Utilities, and Financials are increasingly benefiting from infrastructure investment, electrification, manufacturing recovery, and rising capital expenditures. The discussion also highlights opportunities in Health Care through innovation and productivity gains, while assessing more selective outlooks for Communication Services and Consumer sectors. Attendees will gain a framework for using sector investing to identify where AI-driven spending and adoption may translate into sustainable earnings growth and investment opportunities.

Workshop Objectives:

Explore how artificial intelligence is reshaping sector leadership, identify the industries best positioned to benefit from AI-driven spending and adoption, and provide a framework for sector allocation decisions.

Company Profile:

At State Street Investment Management, we have been helping create better outcomes for institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $6 trillion in assets managed*, clients in 60 countries, and a global network of strategic partners, we use our scale to deliver a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go.

*This figure is presented as of June 30, 2026 and includes ETF AUM of $2,203.98 billion USD of which approximately $156.81 billion USD in gold 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 Investment Management are affiliated. Please note all AUM is unaudited.

Fixed income markets are navigating a period of heightened uncertainty, shaped by a transition in Federal Reserve leadership, the discontinuation of forward guidance, and ongoing questions surrounding Fed independence. Against this backdrop, credit spreads across global markets remain historically tight, with high yield spreads trading near multi-decade lows despite persistent macro and geopolitical risks, including recent volatility stemming from the conflict involving Iran. This combination of policy ambiguity and compressed valuations creates a challenging environment for investors seeking compensation for risk. This presentation examines how these dynamics are shaping portfolio positioning across duration, credit quality, and sector allocation, and explores where relative value remains most compelling for fixed income investors navigating markets that offer limited room for error.

Workshop Objectives:

Engage with prospective partners on how Thornburg’s approach to multi-sector bond investing can prospectively improve portfolio outcomes.

Company Profile:

Thornburg Investment Management (“Thornburg”) is an active, high-conviction manager of equities, fixed income, multi-asset and alternative solutions. As a privately owned firm and with $54.5 billion in assets under management as of July 29, 2026, Thornburg serves institutions, financial professionals and investors worldwide. The firm offers mutual funds, ETFs, closed-end funds, separate accounts and UCITS funds.

We find investment truth with intense scrutiny at the individual security level to pinpoint high-conviction ideas in an evolving investment environment. Our fundamental research process incorporates qualitative and quantitative analysis covering asset classes, geographies, sectors and business cycles to deliver consistent risk-adjusted outperformance over the long term. Thornburg was founded in 1982 and is headquartered in Santa Fe, New Mexico with additional offices in Hong Kong and London. For more information, visit www.thornburg.com. 

With interest rate expectations becoming more balanced and bond markets adapting to a new economic environment, investors are looking beyond central bank policy for sources of return. Today, fixed income opportunities are increasingly driven by credit fundamentals, sector dispersion and active security selection rather than broad market movements. This session will explore where value can be found across global fixed income markets including more specialist sectors. We will discuss how investors can navigate evolving macroeconomic conditions, manage risk, and identify attractive income opportunities. 

Workshop Objectives:

To help the audience understand why now is the right time to allocate to fixed income and where the opportunities are in the asset class right now.

Company Profile:

TwentyFour Asset Management are high conviction, active, fixed income specialists headquartered in the city of London.
Our specialist focus enables us to seek value across the global bond markets and deliver long-term outperformance for our investors.
Since our inception in 2008, we have built a strong reputation for performance, expertise and innovation in the global bond markets. Our robust investment process and transparent products aim to generate attractive risk-adjusted returns across market cycles, with a focus on capital preservation 

Given the current landscape and the many questions swirling around private credit, we believe this is a perfect opportunity to provide advisors with practical insights and various access points to different credit investment opportunitiesWe see this as a timely moment to address growing concerns and offer valuable perspective—especially as the credit market continues to evolve. . Please join us in a workshop that helps to demystify “credit” and break down complex concepts into actionable takeaways.

The Many Faces of Credit
Private Credit has seen an incredible level of growth in the past decade, it is now a widely discussed and recognized asset class for all types of investors. While it seems that Private Credit has dominated credit-related conversations, we would be amiss if syndicated loans, high yield bond and structured credit were not included in the conversation.  Credit markets are undergoing a structural transformation. Corporate issuers increasingly access multiple funding channels —moving fluidly between syndicated loans, high yield bonds, private credit, and structured markets to optimize cost, flexibility, and investor demand. As a result, the traditional boundaries between liquid and illiquid credit, public and private markets, and fixed and floating rate instruments have become increasingly blurred. For our proposed presentation, we would like to discuss the differences and similarities between these asset classes, recent trends in leveraged finance, and how an investor could best access credit opportunities. 

RAAX provides dynamic exposure to real assets like commodities and infrastructure, adjusting to shifting macro and inflationary environments. Historical data shows commodities and gold have delivered strong returns during periods of elevated inflation. RAAX has outperformed the Bloomberg Commodity Index over 1-, 3-, and 5-year periods, making it a compelling solution for investors seeking inflation-sensitive, actively managed real asset strategies.

Workshop Objectives:

Introduction to RAAX with Portfolio Manager David Schassler who will summarize his active multi-asset approach to managing a diversified portfolio of real assets. 

Company Profile:

VanEck looks beyond the financial markets to identify trends that are likely to create impactful investment opportunities. We offer active and passive strategies with compelling exposures through various vehicles, including ETFs, mutual funds, institutional funds, separately managed accounts and model delivery. Our capabilities range from core opportunities to specialized exposures to enhance diversification. Since our founding in 1955, putting clients’ interests first, in all market environments, has been at the heart of the firm’s mission.