Austin RIA CIO Summit 2026

The Aleto Market Neutral Fund aims to deliver a sophisticated, diversified Fund of Funds solution tailored for clients of Registered Investment Advisors (RIAs) and Family Offices (FOs), with a strategic focus on alternative-based trading methodologies. The Fund invests in a curated portfolio of diversified, market-neutral hedge funds, employing investment philosophies that span multiple asset classes and global markets. Each underlying hedge fund strategy operates independently, chosen for its demonstrated ability to generate idiosyncratic returns. This approach is designed to produce a stable, consistent return profile uncorrelated with broader risk assets. Our objective is to partner with managers who can consistently achieve positive performance across varying market conditions.

Workshop Objectives:

Expanding access to institutional-quality investments for a new generation of investors.

Direct and Custom Indexing is the fastest-growing category in wealth management, and Canvas is leading the way.
Join us for an interactive demo of our end-to-end Custom Indexing platform that makes it easy to build personalized, tax-managed portfolios at scale. Built to help your clients save on taxes—and to give you more time, control, and flexibility—Canvas is the next evolution of Direct Indexing. It also includes natural complements for HNW investors, such as Tax Aware Long-Short strategies and Option Overlay solutions.
See firsthand how leading advisors are using Canvas to win new clients, deepen relationships, and drive real growth.

Workshop Objectives:

You can expect:
1)    To learn the fundamentals of Direct and Custom Indexing
2)    See the Canvas platform and our edge in action 
3) Discuss client profiles and application

Company Profile:

Your trusted partner for what’s ahead™ 
We believe that success requires more than just expertise - it demands powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with our clients, understand their goals, and navigate the complexities of the market together. Our team leverages cutting-edge strategies and deep industry insights to unlock opportunities to help grow wealth. With Franklin Templeton by their side, investors don’t prepare for the future - they shape it.

Causeway Quantitative Portfolio Manager, Joe Gubler, will discuss our approach to emerging market equities - targeting diversified sources of excess return, while rigorously managing risk, through an integration of quantitative and fundamental research.

Workshop Objectives:

Our goal is to introduce Causeway Capital Management, our quantitative and fundamental research capabilities, and specifically, our Causeway Emerging Markets strategy.

A buffet of ideas covering:
•    Windex The Index To Improve Performance
•    To China or Not To China
•    Demographics: Democracy or Dictatorship
•    Better Than Buffett
•    Big Bertha For Fixed Income 

Company Profile: At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with over $600 billion*. We are globally connected with a team of over 650 investment professionals providing diverse expertise, spanning almost every asset class and market. We are intense about research as we believe that original independent research makes investment decisions smarter. We have a responsible ethos as investment decisions today help define the future we all seek. Every day, we’re looking for opportunities to improve how we invest and what our clients experience; our focus on continuous improvement means that we never stand still. 

Company Profile:

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Investors near retirement who hold highly appreciated real estate represent a massive, untapped opportunity for wealth advisors to grow their assets under management.

In this presentation, you will learn:

• The fundamentals of 1031 exchanges, which you can utilize to help clients to fully defer capital gains from the sale of investment property, preserving 100% of capital.

• How to educate clients about tax-deferred strategies for transitioning from active property management to a passive role while maximizing their monthly income for retirement.

• How to vet and recommend different REIT and DST real estate investment offerings to protect and grow client capital long term.

Workshop Objectives:

Learn how to leverage tax-deferred investment strategies into diversified real estate portfolios to connect with existing clients and grow assets under management.

The CW Henderson Intermediate Municipal SMA offers a compelling combination of tax-efficient income, capital preservation, and active risk management.  A differentiated feature is the team's proactive tax-loss harvesting, which can add meaningful after-tax value during volatile rate environments. The strategy focuses on highly rated AAA and AA municipal bonds(Primarily GO and essential service revenue bonds), emphasizing credit quality and liquidity while targeting tax-exempt income and attractive after-tax total returns. Its actively managed barbell structure seeks to enhance risk-adjusted returns relative to traditional laddered portfolios through disciplined security selection, sector positioning, and yield curve management. With a moderate duration target of 3.5 to 4.5 years, the portfolio provides a balanced approach to income generation and interest-rate sensitivity. Supported by a long-tenured municipal investment team, the strategy is designed to serve as a high-quality core municipal allocation.

Workshop Objectives:

How a time-tested tax loss harvesting strategy in your muni portfolio can lead to superior results for your clients.

Company Profile:

Federated Hermes, Inc. is a global leader in active investing, with $911.6 billion in assets under management, as of June 30, 2026. Responsibility is part of our heritage and central to our client relationships, long-term perspective and fiduciary mindset. Our products span more than 170 equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies. Providing world-class investment management and engagement services to 11,000 institutions and intermediaries, our clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers. Headquartered in Pittsburgh, our more than 2,000 employees include those in London, New York, Boston and offices worldwide.

This presentation challenges conventional views on emerging markets (EM), highlighting a significant disconnect between fundamentals and investor allocations. 
EM economies deliver faster growth, stronger earnings expansion, lower debt levels, and materially cheaper valuations versus developed markets, yet remain under-invested. The recent widening valuation discount—driven by China regulation, aggressive Fed tightening, and geopolitical shocks—is now poised to reverse. 
Key catalysts include expected rate cuts, a weaker US dollar, and an earnings inflection supported by structural reforms. The opportunity set for alpha is amplified by inefficiencies, including under-researched and under-owned companies. 
Active management can exploit mispricing across countries and sectors, particularly where domestic reforms, macro tailwinds, and improving governance create compelling long-term investment opportunities.

Workshop Objectives:

Demonstrate why emerging markets present a compelling alpha opportunity by examining macro shifts, valuation dislocations, and structural catalysts, and how active management can capitalize on inefficiencies and evolving market dynamics.

Company Profile:

Fiera Capital is a global, independent asset management firm providing institutional and private clients with disciplined, high conviction investment solutions across public and private markets. The firm offers a wide range of strategies, including equities, fixed income, infrastructure, real estate, private equity, and alternative assets. Its investment approach combines rigorous bottom up research with macro insights to identify long-term growth opportunities and manage risk.
With a global platform and experienced investment teams, Fiera emphasizes active management, innovation, and client alignment. The firm seeks to deliver sustainable, risk aware returns through diversified portfolios tailored to evolving investor needs, supported by a strong focus on long-term value creation and stability.

Sophisticated investors and their advisors have increasingly embraced private credit as a complement to traditional public fixed income allocations. However, amid a backdrop of competing narratives and conflicting headlines, many investors continue to grapple with the role private credit should play in long-term portfolios. In this presentation, we cut through the noise by focusing on the largest and fastest-growing segment of the asset class: middle market direct lending. We examine the opportunities in direct lending today and explore the case for a strategic allocation to middle market direct lending as a compelling complement to traditional investment strategies.

Workshop Objectives:

To share actionable strategies for integrating direct lending into client portfolios.

Company Profile:

Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors. As of April 1, 2026, Golub Capital had over 1,100 employees and over $90 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in North America, Europe, Asia and the Middle East. For more information, please visit https://golubcapital.com/

Not every company creates value the same way, so why evaluate every stock through the same lens? Discover how PanAgora's systematic investment process uses contextual alpha modeling to assess each company based on its own unique return drivers, seeking to uncover many incremental opportunities across a diversified portfolio. We'll explore how this dynamic approach may enhance a core allocation while balancing return potential with disciplined benchmark and risk awareness.

Workshop Objectives:

Explore how a systematic, risk-aware core allocation can seek to balance consistent alpha generation with disciplined risk management, helping investors navigate evolving market environments with greater confidence.

Company Profile:

Company profile - 120 words     
Harbor Capital Advisors is an asset manager with an AUM of $69.9 billion as of June 30, 2026, Harbor Capital Advisors is an asset manager with a long history of partnering with specialized investment managers to deliver actively managed ETFs, mutual funds, and collective investment trusts. Advisors looking for differentiated investment solutions often connect with Harbor's commitment to providing thoughtful portfolio construction tools designed to help meet evolving client needs. For more information, visit www.harborcapital.com.

AI is evolving from a single investment theme into a full-scale ecosystem, and investors need the right tools to keep pace. The opportunity is broadening across every layer of the stack: from digital platforms to physical AI and humanoid robotics, while expanding internationally, with Asia emerging as a leader across key parts of the value chain.
 
At the same time, new bottlenecks are creating their own opportunities, from memory and photonic systems to the actuators powering the next generation of intelligent machines.
 
Join KraneShares Founder and CEO Jonathan Krane and Senior Investment Strategist Derek Yan, CFA, as they explore the full spectrum of the AI ecosystem opportunity.

Workshop Objectives:

KraneShares CEO Jonathan Krane and Senior Investment Strategist Derek Yan, CFA, will help advisors build a framework for anticipating AI's next bottlenecks and accessing the full technology ecosystem, spanning digital intelligence, physical AI, and the global infrastructure powering it all.

Company Profile:

KraneShares delivers research-driven, high-conviction strategies connecting investors to the world's most powerful growth themes. From emerging technologies, China's dynamic capital markets, carbon credits, alternatives, and income, the firm offers differentiated exposures designed to capture the megatrends reshaping the global economy.

Bond markets continue to face significant headwinds, as shifting rate expectations keep investors in a perpetual state of uncertainty. Meanwhile, the relentless debt issuance from technology giants, fuelled by the AI investment boom, is testing the market's appetite and raising a pressing question: how much more can bond investors absorb?

Yields remain attractive in absolute terms, yet spreads continue to trade at historically tight levels. Despite this challenging backdrop, we believe disciplined, research-driven investors can still uncover compelling opportunities across the credit spectrum.

Workshop Objectives:

In this presentation, Jon Lahraoui, Director of Credit, will highlight why a value-based approach can unearth opportunities across the global fixed income markets, particularly for investors willing to look beyond the largest names and focus on smaller to medium sized issues and issuers.

CompanyProfile:

Man is a global alternatives manager delivering distinctive, tech-enabled investment strategies across public and private markets. We pursue long-term value with relentless curiosity and optimized risk exposures — advancing systematic, discretionary, and solutions capabilities to meet the evolving needs of sophisticated clients.
With $253.6 billion (as of June 30, 2026) under management and a presence across key global markets, Man brings together deep research, technological innovation, and specialized expertise to help clients achieve their most ambitious goals. Listed on the London Stock Exchange as a FTSE 250 company (EMG.LN), led by a commitment to performance, transparency, and partnership. Learn more at man.com.

As private equity continues to evolve, liquidity management has become a defining factor in the success of evergreen fund structures. This session explores how disciplined portfolio construction, stress testing, commitment pacing, vintage diversification, and diversified cash-flow planning can balance long-term investment opportunities with periodic investor liquidity needs. Together, these integrated practices strengthen liquidity resilience, preserve investment flexibility, support disciplined capital deployment, and enable evergreen private equity strategies to navigate changing market conditions while maintaining exposure to high-conviction private assets and delivering durable long-term value across market cycles with greater confidence throughout.

Workshop Objectives: Explore liquidity management principles for evergreen private equity funds and how the Bow River Evergreen Fund applies disciplined portfolio construction, stress testing, and cash-flow management to enhance resilience and durability.

Company Profile: New York Life Investment Management is a leading global asset manager offering a broad range of solutions across equities, fixed income, and alternatives. With over $800 billion in AUM (as of 12/31/25), the firm delivers deep investment expertise grounded in a disciplined, long-term approach to help clients navigate the next era of investing. Learn more at nylim.com.

As market volatility persists and clients grow increasingly focused on protecting and growing their wealth, farmland has emerged as a compelling answer to some of today's most pressing portfolio challenges. Backed by decades of performance and powerful supply and demand fundamentals, this often-overlooked asset class offers a unique combination of income, inflation protection, and diversification. 

In this session, you'll explore the investment case for farmland — from its historically consistent returns and capital preservation characteristics, to the evolving structures making it more accessible than ever. Through real client scenarios, you'll learn how to identify investors in your book who may be well-suited for a farmland allocation and how to start that conversation with confidence.

Workshop Objectives: Explore how farmland's decades of consistent performance, inflation hedging, and diversification potential can strengthen your clients' portfolios — and learn how to identify opportunities and start the conversation.

Company Profile: Nuveen is a global investment leader, managing $1.4T in public and private assets for clients around the world, as of June 30, 2026. 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.

The session covers infrastructure fundamentals and how investing in the buildout of tomorrow’s essential assets can deliver equity-like returns while enhancing portfolio diversification. It also explores how a balanced core-plus/value-add mid-market strategy can help investors capture opportunities linked to the estimated $95 trillion in global capital required to meet structural demand for next-generation infrastructure assets.

Workshop Objectives: Explore how private infrastructure can enhance portfolio construction through diversified strategies, differentiated return drivers, and disciplined investment processes, including real-world case studies that illustrate opportunity, execution, and long-term value creation.

Company Profile: Partners Group is one of the largest firms in the global private markets industry, with around 2,000 professionals and over USD 185 billion in assets under management globally. The firm has investment programs and custom mandates spanning private equity, private credit, infrastructure, real estate, royalties, and special opportunities. With its heritage in Switzerland and primary presence in the Americas in Colorado, Partners Group is built differently from the rest of the industry. The firm leverages its differentiated culture and its operationally oriented approach to identify attractive investment themes and to transform businesses and assets into market leaders. 

This presentation will explore how Pictet applies its proprietary AI stock selection model to deliver transparent, factor neutral enhanced core equity exposure to US and international markets. Gabriele Susinno will outline how Pictet’s machine learning models analyze hundreds of fundamental, market, and sentiment signals to identify stock specific opportunities while maintaining benchmark like country, sector, and factor exposures. Designed as low tracking error index replacements, PQUS and PQNT ETFs seek to deliver consistent, compounding alpha independent of market regimes. We will highlight why we believe AI represents an evolution of quantitative investing, not a revolution. RIAs will learn how these ETFs can serve as efficient, cost effective building blocks that combine institutional grade stock selection with the liquidity, tax efficiency, and transparency of the ETF wrapper.

Workshop Objectives: Equip RIAs with a clear understanding of how AI‑enhanced, factor‑neutral ETFs can replace traditional index exposures, improve portfolio efficiency, and deliver repeatable alpha within client‑friendly ETF structures.

Company Profile: Pictet is a global asset manager, part of a Swiss global banking group with $900Bn that began operations in 1805. The firm manages assets on behalf of institutional investors, intermediaries and their clients, offering active investment strategies across equities, fixed income, multi asset and quantitative solutions. We offer innovative active exchange traded funds (ETFs) that provide access to investment strategies previously reserved for our large institutional clients. A key driver of our ability to endure and innovate has been our inherent independence. This enables an uncompromising focus on our clients’ long-term interests, and a resolute approach through market cycles. As part of the Pictet Group, the firm brings, long term thinking, and an entrepreneurial spirit to its investment processes. 

NB: For financial professionals only. Not for use with the general public.

Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the fund, please visit www.pictet.com/etf or call (855) 994-4778. Please read the prospectus carefully before investing.

Investing involves risk and principal loss is possible. Equity securities are subject to changes in value, and their values may be more volatile than those of other asset classes.

Distributed by Foreside Fund Services, LLC

Tax considerations are increasingly central to portfolio construction, particularly for income-oriented investors. Providing tax efficiency is about more than minimizing liabilities — it can be a source of return differentiation. Across real estate and affordable housing, depreciation, tax-exempt income, and vehicle design can materially alter return profiles. This session discusses how investors can harness these dynamics to improve after-tax outcomes for investors.

Workshop Objectives: Equip allocators with practical strategies to seek to enhance after-tax income by leveraging tax-efficient features of alternative investments, including real estate and affordable housing.

Company Profile: PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help give our clients an edge as they pursue their long-term goals.

https://www.pimco.com/us/en/about-us 

•    Why private markets have become an increasingly important component of modern portfolio construction and the key trends shaping advisor adoption. 
•    How RIAs can build differentiated private market offerings while overcoming operational, liquidity, and implementation challenges. 
•    Practical frameworks and real-world case studies showing how advisors can structure, customize, and scale private market solutions to meet client objectives

Company Profile: PPB Capital Partners is a full-service private markets provider, built for the modern advisor. At PPB, every private-markets strategy exists for a reason: sized, structured and designed for each advisory, advisory model, and outcome. This discipline delivers PPB’s real product: confidence. For over 20 years, PPB has operated under the premise that balanced, durable and thoughtful deployment of private markets allows advisors to create portfolios that are responsive to market conditions, deliver differentiation, and provide an alternative to the public markets. For more information, visit: ppbcapitalpartners.com

Real estate credit is becoming one of the more topical asset classes inside both real estate and credit. The presentation will explore the growth of real estate credit and the unique strategy that Prospect Capital has brought to the market.

Workshop Objectives:

1.    Educate the advisor on the asset class
2.    Why real estate credit
3.    Where PCRED will fit in a clients portfolio.

Company Profile: A veteran team of senior professionals from Merrill Lynch, who previously managed the merchant bank and high yield bond groups, founded Prospect Capital’s predecessors in 1988. Over the past 39 years, Prospect has strategically scaled its platform and focuses on investments in credit, private equity, and real estate. Prospect (along with its predecessors) has a history of innovation and industry firsts, including conceiving, launching, and managing the first levered closed-end high yield bond fund (1988), the first levered bank loan fund (1989), the first high yield bridge loan fund (1989), and first and only multi-line business development company (2004).
Prospect has $9.4 billion of assets under management and our scale includes 140+ professionals. Our mission is to generate long-term value for our investors, portfolio companies, shareholders, and employees. With a buy-and-hold mentality, we seek to deliver attractive current cash yields, achieve consistent low-volatility returns, and preserve capital.

Leveraged finance markets have been undergoing a significant structural transformation driven by technological disruption, shifting capital flows, and evolving corporate financing dynamics. These forces are reshaping sector valuations, credit quality dispersion, and the competitive landscape across sub-investment grade markets.

From the acceleration of AI-driven infrastructure investment to changing business models and cash flow durability, leveraged finance investors face a materially different opportunity set than in prior periods. This environment of heightened dispersion and diverging credit trajectories is amplifying the importance of active management—rigorous fundamental analysis and selective positioning are becoming increasingly critical to capturing opportunities while avoiding disruption risk.

Workshop Objectives: Understand the forces reshaping leveraged finance markets and explore how active management and rigorous fundamental credit analysis can help identify opportunities in an environment of heightened dispersion.

Company Profile: RBC Global Asset Management (RBC GAM) strives to provide clients an unrivaled experience of investment and service excellence, offering a comprehensive range of solutions and services. We operate as a global firm of specialized investment teams with more than $571 billion* under management. In addition to broad-based capabilities in equities, liquidity management and alternatives, our BlueBay fixed income platform seeks to embody the best aspects of alternative and traditional fixed income investing. We manage more than $153 billion* across a full spectrum of active fixed income strategies, all of which are designed to generate alpha within a capital preservation context. Our platform spans multiple investment dimensions and leverages our collective skill set to create differentiated portfolios. Through this approach, we seek to meet our clients’ risk/return objectives for a specific asset class while providing additional diversification across their overall portfolio.

*as of March 31, 2026

LA Capital Management’s investment philosophy is underpinned by its proprietary concept of Investor Preference Theory®.   Investor preferences and risk tolerances change as the market evolves, and long-term historic factor behaviour is not always an accurate indication of future performance and returns.  This innovative and dynamic concept forms the DNA of the Firm’s investment process, guiding the research team in its search for alpha.   LACM’s Dynamic Alpha Stock Selection Model® seeks to avoid historical biases in favour of capturing an incorporating the views of today’s equity investors, resulting in portfolios that are designed to adapt to the current economic environment.  

LA Capital will provide an introduction to this approach and how it is implemented in the Two unique Touchstone strategies.  

Workshop Objectives: An introduction to one of Touchstone Investment’s newest subadvisors and their differentiated approach to quantitative asset selection.

Company Profile: Touchstone Investments is a Distinctively Active fund company committed to providing investors with access to strategies sub-advised by institutional asset managers. Touchstone’s diverse but focused product offering gives investors a full breadth of investment options across styles and asset classes, includes U.S. equity, international equity, income and multi-asset funds. 

The Many Faces of Credit

While it seems that Private Credit has dominated credit-related conversations, we would be amiss if syndicated loans, high yield bonds 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 and recent trends in leveraged finance especially given concerns around AI and conflict in the middle east.

Workshop Objectives: Help to demystify “credit” for the audience, breaking down complex concepts into actionable takeaways. We see this as a timely moment to address growing concerns and offer valuable perspective—especially given trends in AI and hyper-scalers, and concerns around the war in the middle east. 

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 Objectives:

•    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 $320 billion in total client assets as of March 31, 2026. 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. 

Infrastructure has become one of the most compelling long-term investment opportunities as the world faces growing demands from AI, digitalization, electrification, and supply chain modernization. This presentation explores why infrastructure matters today, where Wilshire sees the most attractive opportunities across digital infrastructure, energy, transportation, and utilities, and how institutional investors are positioning portfolios to capitalize on these trends. Drawing on Wilshire's decades of experience advising large pensions, endowments, and other institutions, we will discuss how investors evaluate infrastructure allocations, the role private infrastructure can play in enhancing diversification, income, and inflation resilience, and why many institutions view infrastructure as a core portfolio allocation. Finally, we will examine how advisors can access these opportunities through modern investment vehicles.

Workshop Objectives:

Help allocators understand why infrastructure is becoming a core position, where the most compelling opportunities exist today, and how infrastructure can enhance client portfolios through diversification, income, and growth potential. 

Company Profile:

Headquartered in the United States with offices worldwide, Wilshire is a leading global financial services firm and trusted partner to a diverse range 
of clients who rely on the firm to help improve investment outcomes for a better future. 

Wilshire has been advising sophisticated investors globally for more than 40 years, carefully selecting investments across a wide range of private market strategies. In 1996, Wilshire created a specialized private markets practice to meet the growing institutional investor appetite for private markets investments. Wilshire’s private markets investment due diligence is led by local teams in North America, Europe and Asia allowing a combined global perspective with local market presence. 

Wilshire seeks to create high-performing diversified private markets solutions that prudently manage portfolio risk, compensate investors for illiquidity and meet or exceed risk-adjusted return expectations. 

AI’s growth depends not only on software, but also on a vast network of natural resources and physical infrastructure. Critical minerals such as silicon, copper, aluminum, rare earths, lithium, cobalt, and nickel are essential for semiconductors, data centers, power systems, and energy storage. Copper stands out as AI’s “circulatory system,” powering data transmission, cooling, grid expansion, and electrification. As AI adoption accelerates, investment is shifting from software toward asset-heavy infrastructure, including data centers, electrical grids, cooling technologies, and storage systems. This is driving demand across utilities, industrials, materials, and infrastructure sectors. At the same time, competition for critical mineral supply chains is intensifying, making control of energy and raw materials a strategic advantage in the global AI race.

Workshop Objectives:

Explore how natural resources underpin the AI revolution, highlighting critical minerals, infrastructure investment, energy demand, and geopolitical dynamics shaping opportunities, risks, and long-term growth across global markets and industries.

Company Profile:

Xtrackers by DWS is a global provider of passive solutions with an index track record going back over 20 years. We provide investors with innovation, access and value through a broad range of cost-effective, high-quality U.S.-listed exchange-traded funds (ETFs) across all major asset classes, including equities, fixed income and smart beta.

Xtrackers provides numerous building blocks for traditional investment strategies, including FX-hedged equities, mainland China equities, ESG strategies (environmental, social, and governance), dividends and factors, high yield, as well as innovative products focused on thematic investments and the growth trends of the future.