Incorporating diversified and uncorrelated investment strategies into traditional portfolios can significantly enhance risk-adjusted returns for high-net-worth (HNW) investors. This presentation explores the strategic advantages of integrating alternative investments—particularly hedge funds—to boost diversification without sacrificing upside potential.
We will cover optimal portfolio construction using alternative investment strategies, demonstrating how Registered Investment Advisors can enhance their product offering by incorporating the Aleto Market Neutral Fund into their client’s portfolios.
Attendees will gain a clear understanding of how uncorrelated strategies can complement traditional asset allocations—ultimately supporting stronger, more resilient long-term outcomes for clients.

Workshop Objective: Demonstrate the role alternative investment strategies play in asset allocation and highlight how Aleto’s Market Neutral strategy can enhance client diversification without compromising returns.

Company Profile: Aleto: Comprehensive Alternative Investment Solutions for RIAs
Aleto is built to empower Registered Investment Advisors with seamless access to institutional-quality alternative investments. Our platform delivers value through three core pillars:

1.    Diversified Performance
Enhance performance and reduce risk in client portfolios with Aleto’s Market Neutral FoHF, which is a curated selection of high performing funds with track records of superior risk-adjusted returns.
2.  Enhanced Economics
We eliminate fund-of-fund (FoF) fees, offering your clients below-market costs without compromising on quality.
3. Stronger Client Relationships
Our intuitive digital platform simplifies onboarding and reporting, allowing RIAs to focus on what matters most: deepening client relationships.

Alternative Credit: Private Credit’s Next Chapter identifies the opportunity for investors to harness a growing strategy in private asset-based finance. The presentation defines ABF market size, identifies the key segments of the investible universe, introduces ABF as a differentiated source of diversification and non-correlated income, and explores the investment characteristics of ABF as a strong complement to direct lending in investors’ fixed income portfolios.

Workshop Objective: The objective of this workshop is to explore the growth in private asset-based finance and identify the potential opportunity for income-seeking investors.

Company Profile: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.

With over $273 billion in assets under management as of March 31, 2025, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

Together with over 1,200 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. 

Capital Group, while known for equity research, has quietly constructed a world class fixed income investment apparatus across investment vehicles, including active ETFs.  Most recently partnering with KKR to deliver solutions that are extensions of building blocks of portfolios to enhance income and returns through semi-liquid vehicles. Learn how we have thoughtfully blended the best of active public and private research intro single solutions designed for scale across your client base to leverage market dynamics.

Workshop Objectives: This program focuses on helping advisors take advantage of the near-term realities of the markets with bond utilization in portfolio construction, including accessing private markets at scale.

Company Profile: Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.  As of December 31, 2024, Capital Group manages $2.8 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.

Capital Group is a private firm that employs more than 9,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing.

For investors seeking to position themselves for the next phase of the real estate cycle, the current environment offers a potentially compelling entry point. With valuations reset, transaction volumes stabilizing, and positive momentum returning to the market, private real estate appears poised to deliver improved returns in the years ahead, particularly for those who can deploy fresh capital at today's valuations.

Workshop Objective: To teach participants a differentiated investment approach that targets undervalued sectors, highlighting the unique information advantage Cohen & Steers provides for identifying and capitalizing on emerging opportunities in private real estate.

Company Profile: Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore.

In early 2025, investor enthusiasm shifted from U.S. to international equities. The substantial valuation disparity between these markets, uncertainty about tariff policies, and a weaker U.S. dollar contributed to this reversal. International equities present a compelling long-term opportunity and trade at a historically cheap valuation relative to U.S. equities. This valuation discount spans across sectors, offering international investors cheaper entry points and a broader, less-concentrated opportunity set. Exposure to global secular growth, from South Korean e-commerce to AI-driven semiconductors, provides diversification benefits. Policy and governance reforms in Japan and Europe are further enhancing the competitiveness of international companies. We believe skilled investors can mitigate risks and generate excess returns in international equities through fundamental research and active, value-oriented security selection.

• Valuation, diversification, and active-alpha reasons for international exposure
• Specific examples of where we’re finding compelling opportunities

Company Profile: Dodge & Cox was founded in 1930 as a new kind of asset management firm, built on a simple business model and a commitment to pursuing investment excellence. Today, we are one of the world’s largest independently owned investment firms. We actively manage money for individuals and institutions globally applying a single, value-oriented investment philosophy across a deliberately limited set of offerings. This intentional focus means more resources honing fewer strategies, more passion driving fewer priorities, and more confidence backing every decision. We aim to master the complexity of investing because we know better outcomes mean greater opportunities for the clients and communities we serve.

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.

With real yields historically attractive and credit spreads historically unattractive, fixed income investors have to be highly selective in this market. Partner and fixed income portfolio manager Abhi Patwardhan will detail where he is finding the best risk-adjusted opportunities today and how this makes our portfolios stand out from our peers.

Workshop Objectives: To provide our outlook on the best risk-adjusted opportunities today, in a market where fixed income investors have to be highly selective, and how this makes our portfolios stand out from our peers. 

Company Profile:

For 75+ years, Franklin Templeton has been a firm in motion. Always innovating. Today, we’re a leader in public and private markets, digital assets and custom tax management, empowering financial advisors with solutions to build the portfolios of the future, today.

Join the GS team to discuss the institutional services available to you and your firm!

•    Structured Notes & Hedging Portfolios: Direct access to customize structures across income alternatives, buffered equity, and 100% principal protection
•    Hedging & Monetization: Solutions for concentrated stock positions
•    GS Select: High tech/high touch digital banking and lending platform for financial advisors
•    Fixed Income Trading & Primary Markets: Trade individual bonds with our desk (treasuries, corporates, and municipals)
•    Alternatives: Access to unique third party alternatives
•    Hedge Fund Alternatives: Systematic, rules based strategies
•    Investment Banking Services: dedicated resource that provides full suite of IB services
•    Private Stock Liquidity: For clients with a $20mm+ private holding, we can help find a buyer
•    RIA Custody: Goldman Sachs Custody Solutions

Workshop Objective: Learn how Goldman’s services and products can be customized to meet your market outlook and your clients’ objectives.

Hosted by Andrew Olson, Vice President at HPS Investment Partners, the goal of the session is to educate investment professionals on current trends in the private markets and how HPS differentiates our platform – specifically in private credit. Within private credit, we aim to educate investors on capturing different parts of the market including non-sponsored investment opportunities – as well as the HPS process including sourcing, diligence, and structuring of the underlying investments. Investors will learn how the HPS platform and specialization ultimately fits into the broader ecosystem of private credit as well as the private markets allocations of client portfolios.

Workshop Objective: The sessions are designed to educate investors on the HPS platform and our suite of offerings across direct lending and private capital solutions.

Company Profile: HPS Investment Partners is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients.  We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate. The scale and breadth of our platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, we share a common thread of intellectual rigor and discipline that enables us to create value for our clients, who have entrusted us with approximately $157 billion of assets under management as of March 31, 2025.

 Did you know that you can help manage risk and optimize tax savings by adding long and short extensions onto your clients’ equity portfolios? Curating your client’s personalized wealth journey and maximizing the portion of returns they get to keep after taxes involves choosing the right partner and investment strategy.  In this session, Invesco experts will provide ideas on how to address client’s tax concerns using the Invesco Enhanced Equity SMA.  

Workshop Objective: In this session, attendees will learn about how a broad long/short exposure to large-cap US equities can deliver tax alpha to continuously monitor tax-loss harvesting opportunities. 

Company Profile: Invesco Ltd. 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 managed $1.66 trillion in assets on behalf of clients worldwide as of March 31, 2024. For more information, visit www.invesco.com.

Following two consecutive years of strong total return generation as well as recovery from recent bouts of volatility, can the high yield bond market continue to outperform? This presentation will outline our expectations for the year ahead through a discussion of the broad macroeconomic backdrop, including ongoing areas of uncertainty such as tariffs, fundamentals of issuers within the public leveraged finance space, as well as technical factors that impact the market. Finally, we will discuss return expectations, relative valuations in comparison to other asset classes, and the role of high yield within a strategic asset allocation.

Workshop Objective: Gain an understanding of the evolution of the high yield market and what opportunities currently exist as well as the historical importance of high yield in asset allocation decisions.

Company Profile: MassMutual Investments delivers a full suite of investment solutions leveraging institutional and boutique asset managers to provide unique income solutions. Our platform is designed with the goal to provide style purity and consistency of performance. Our managers include, Barings, a $442+ billion global asset manager and Clinton Investment Management a boutique municipal bond manager.

Hosted by Hank D’Allesandro, the goal of the session is to educate investment professionals on how the North Haven Investment team is uniquely positioned to capitalize on the growing opportunity for net lease investing by leveraging the expertise of Morgan Stanley's premier real estate and private credit groups.

. NetREIT's objective is to provide attractive current income through tax-advantaged distributions and capital appreciation primarily by investing in a diversified portfolio of single-tenant commercial real estate properties net leased on a long-term basis to credit-worthy tenants.  NetREIT believes net lease investing combines the appreciation potential and inflation protection inherent in hard asset ownership with the predictable current income inherent in fixed income investments.

Workshop Objective: The session is designed to educate investors on the potential benefits of net lease investing.

Company Profile: Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than $1.6 trillion in assets under management or supervision.  Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. The combination with Eaton Vance allows the firm to bring even more value to clients through many high quality, complementary investment offerings, delivered with an unwavering commitment to client service.  Professionals across the globe draw upon these capabilities to develop strategies that address a wide range of investors’ needs across the public and private markets. 

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

Presentation summary – 120 words*
*Required
     
This conversation explores the evolving landscape of private credit by highlighting the strategic shift towards asset-based lending (ABL). It emphasizes how ABL offers enhanced security through collateral, reducing risk for lenders while providing flexible financing solutions for borrowers. The discussion will cover key benefits such as improved cash flow management, access to capital for growing businesses, and diversification opportunities for investors. Additionally, PIMCO will address market trends, regulatory considerations, and best practices for successfully integrating ABL into private credit portfolios. Ultimately, it underscores the potential of asset-based lending to unlock new growth avenues and strengthen financial resilience in an increasingly complex credit environment.

Workshop Objective: Improve the understanding of ABL to allocators, how to incorporate the sector into private alternatives allocations, and highlight PIMCO’s expertise in the space.

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.

As the technology landscape shifts and interest rates start to ease, now is a good time to diversify away from what has historically been the most concentrated market in history in Large US tech companies. Polar Capital has launched a new International Small Company Fund to capitalize on an overlooked segment of the market. Against this backdrop, Dan Boston who recently joined Polar Capital to lead a new Global Small Company investment team will discuss how he believes, this, alongside the fact that trading valuations are historically low compared to large caps, could be a compelling opportunity for small-cap investors abroad. 

Workshop Objective: The objective is for delegates to understand why now could be a compelling opportunity for small-cap investors abroad. 

Company Profile: Polar Capital is an experienced, investment-led, active fund manager
The company prides itself on its collegiate and meritocratic culture. Since incorporation in 2001, we have steadily grown our range of autonomous investment teams. The business is structured to allow teams to focus on their portfolios while a best-in-class operational structure works on everything else. Headquartered in London and listed on the UK stock market, Polar Capital has a global presence, including offices in New York, Connecticut and Georgia.

Join Liberty Street Advisors and The Private Shares Group in a discussion about investing in the private innovation economy through late-stage ventured backed, growth orientated companies.  We will cover several topics on this subject including our Private Shares Fund.  A 1940 act interval fund that looks to democratize access to private markets by removing the cumbersome barriers to entry typically associated with investing in alternatives. Meaning:  
o    No Subscription Documents  
o    No Accreditation Requirements 
o    No Performance Fees 
o    Daily NAV  
o    $2,500 Minimum  
o    1099 Tax Reporting 
o    Quarterly Repurchase Program of 5% of Fund’s outstanding shares at NAV 

Workshop Objective: Learn how Liberty Street Advisor’s suite of solutions & capabilities can help navigate the current market environment including accessing late-stage private companies. 

 The PCRED team will discuss the merits of real estate private credit vs. real estate private equity and how to generate equity-like returns through private credit investments, collateralized by multifamily properties. The team will present an overview of the firm’s experience, commercial real estate credit strategy, and its key competitive advantages in light of current market dynamics. 

Workshop Objective: Provide an overview of Prospect Credit REIT’s strategy, its seed investments and private offering to accredited investors.   

Company Profile: Prospect focuses on investments in credit, private equity, and real estate. 

Prospect has $10.7 billion of assets under management overseen by a team of 140+ professionals. Prospect’s mission is to generate long-term value for investors, shareholders, and employees. Prospect seeks to deliver attractive current cash yields, achieve consistent low-volatility returns and preserve capital.

Prospect and its affiliates have invested $1.4 billion into 109 commercial real estate investments valued at approximately $4.2 billion. Of these, 85 investments have been in multifamily assets, comprising over 32,000 cumulative units, across the U.S. 

In 2025, Prospect launched its dedicated non-traded REIT to invest in U.S. commercial real estate credit, which has closed two multifamily preferred equity investments to date. 

The corporate credit market is undergoing a fundamental transformation that is reshaping how investors approach their fixed income portfolios. The growing integration between floating and fixed rate, as well as public and private credit markets is creating new opportunities for relative value assessment, enabling asset owners to capture pricing inefficiencies across similar risk exposures while balancing liquidity needs with return objectives. This presentation will seek to explore the differences between the various asset classes considered non-investment grade corporate credit, with a focus on the liquid instruments and how investors can best access yield opportunities. 

Workshop Objective:
Understand the difference between high yield bonds, broadly syndicated loans, and private credit
Discuss the technicals and fundamentals of liquid credit today
How best to find yield opportunities in liquid credit

Company Profile: Rooted in our Zurich home but established across the world, UBS Asset Management has been a dependable partner both at home and abroad for over 150 years. UBS Asset Management is a large scale investment manager with a presence of 23 markets. We offer investment capabilities and investment styles across all major asset classes, from active to passive offering to institutions, wholesale intermediaries, and wealth management clients. With the successful merger with Credit Suisse Asset Management in 2023, UBS Asset Management has now more comprehensive product offerings and strategic partnerships.  With total invested assets of USD 1.8 trn, we are one of the leading Europe-based asset managers and the #12 firm globally

This material focuses on free cash flow (FCF) as a superior investment metric compared to traditional value measures, like price-to-book, and introduces three VictoryShares ETFs—VFLO, SFLO, and GFLW—that leverage FCF metrics for different investment styles. VFLO uses FCF yield for large-cap value, SFLO applies similar methodology to small caps, while GFLW focuses on FCF profitability for growth investing. 
Historical data shows these strategies have outperformed their respective benchmarks, with FCF-based approaches demonstrating resilience across market cycles. Key advantages include capturing intangible assets ignored by traditional metrics, combining quality characteristics with value, and using forward-looking FCF metrics rather than trailing data alone. The methodology includes growth filters to eliminate slower-growing companies, enhancing returns in both value and growth market environments.

Workshop Objective:
•    Explore FCF fundamentals
•    Learn about FCF investing approaches that can help effectively manage valuation and concentration risks
•    Discover why Quality as an investment factor has become tied to high FCF in companies

Company Profile: Victory Capital is a diversified global asset management firm with $171.4 billion in total client assets as of March 31, 2025. The Company employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform. Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 12 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan, and brokerage services. Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. 

Sit down with WCM Investment Management’s portfolio managers, Andrew Wiechert and Drew French, for a discussion on WCM’s unique approach to international equities. As long-term investors, WCM’s goal is to find quality businesses with growing competitive advantages (“economic moats”) aligned with strong, adaptable corporate cultures. WCM requires each portfolio company to possess a durable and, more importantly, improving economic moat. Economic moats are always changing, and business fundamentals (e.g., ROIC) are intimately tied to the trajectory of a company’s competitive advantage. WCM believes understanding these competitive advantage dynamics, as well as how a company’s corporate culture supports its competitive advantage, is essential to finding durable, compounding businesses that defy the “Street’s” long-term expectations.

Workshop Objective: Learn how the WCM Focused International Equity strategy utilizes WCM’s approach, focusing on investing in businesses with growing competitive advantages aligned with strong and adaptable corporate cultures. 

Company Profile:  WCM Investment Management is a ~$100 billion investment boutique headquartered in Laguna Beach, CA, which provides innovative equity investment advisory services to institutional investors across the globe. WCM’s primary goal is to generate long-term, sustainable excess returns for clients through actively managed strategies that generate alpha by exploiting inefficiencies in global equity markets. WCM strives to mitigate risk for its clients by constructing high-quality, holistically balanced portfolios that target downside protection. The firm is majority owned and controlled by employees, prioritizing broad-based employee ownership.

FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on family offices, registered investment advisors, broker-dealers, wealth teams, and family offices. Powered by industry-leading AI, FINTRX turns data into action, helping firms distribute funds, raise capital, recruit advisors, identify M&A targets, and drive strategic growth.