Key benefits of attending
Tactical, intimate meetings
Gain market insights through direct conversations with leading fund managers.
Peer-to-peer networking
Connect with fellow CIOs and RIA leaders to exchange strategies and challenges.
Game-changing insights
Explore practical solutions for compliance, fees, tech adoption and portfolio design.
Speakers
The full speaker line-up will be announced soon.
Speakers
The full speaker line-up will be announced soon.
Karl Heckenberg
President and Managing Partner, Constellation Wealth Capital
Keynote Speaker
Thursday, October 1st, 9:10AM - 10:10AM
Karl serves as the President and Managing Partner of Constellation Wealth Capital. Before founding CWC, Karl was the CEO of Emigrant Partners and its affiliated company, Fiduciary Network. His career in the financial services has taken him to renowned institutions like Merrill Lynch, A.G. Edwards & Sons, Wells Fargo, and Charles Schwab. Karl has also contributed his expertise to several boards, including Sarasota Private Trust Company, New York Private Trust Company, and Cleveland Private Trust Company, and is currently on the board at Alternative Fund Advisors. He also held the position of Vice Chairman at Emigrant Bank and chairs the CWC Investment Committee.
A Washington, D.C. native, Karl is an alumnus of Saint Joseph’s University in Philadelphia.
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Workshops
From investment strategy to client experience, these firm-led workshops offer direct and focused conversations with the providers helping RIAs solve real challenges and grow with clarity and purpose.
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Workshops
From investment strategy to client experience, these firm-led workshops offer direct and focused conversations with the providers helping RIAs solve real challenges and grow with clarity and purpose.
Aleto
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Causeway Capital Management
Built for Uncertainty: Causeway's Quantitative Approach to Emerging Market Equities
Representatives
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.
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Xtrackers by DWS
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ExchangeRight
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Federated Hermes
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Franklin Templeton
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Golub Capital
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Invesco
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Kraneshares
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Man Group
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Monroe
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NYLIM & Bow River Capital
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Nuveen
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Partners Group
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Pictet
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Pimco
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PPB Capital Partners
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Principal
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RBC Global Asset Management
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Touchstone
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UBS
The Many Faces of Credit
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Representatives
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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.
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Victory Capital
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