Despite signs that inflation is cooling and as economic uncertainty persists, an increasing number of Americans want financial products that help mitigate market risks. How can investment professionals thrive amidst the ambiguity? 
Buffered ETFs equips investors’ portfolios with an added layer to seek risk mitigation during these unpredictable times. The ETFs seek a downside Buffer of 10% or 20% against market drops, while allowing investors to participate in the upside potential of the SPDR S&P 500 ETF Trust up to a stated cap.
Allianz Investment Management LLC (AllianzIM) explains how these Buffered ETFs are designed to perform within client portfolios across a wide range of market scenarios and how they behave relative to other risk managed, volatility strategies.

Help clients feel more confident amid market volatility and inflation with ETFs that seek built-in Buffers against the first 10% or 20% of market drops from Allianz Investment Management LLC.

Company Profile: Allianz Investment Management LLC (AllianzIM) is a registered investment adviser and wholly-owned subsidiary of Allianz Life Insurance Company of North America. Both are part of the Allianz Group, one of the world’s strongest financial communities in asset management and insurance. Founded over 130 years ago, more than 122 million clients in 70 countries rely on the knowledge, financial strength, and solidity of the Allianz Group.
Driven by nearly a century of growth and the globalization of financial markets, the Allianz Group established the global Allianz Investment Management network in 2007 to steer the investment of premiums generated by Allianz insurance companies worldwide, serving as the bridge between the insurance and capital markets for the Allianz Group.

Amid challenging market conditions, private investments such as private real estate, credit, and equity are looking more attractive to broader range of investors. The session will review the features, advantages, and trade-offs of private market investing. Topics include alternatives in a portfolio construction context, how private market investing can drive value creation, the favorable environment for private credit, and where we are seeing opportunities in private real estate. We will review Blackstone offerings including Blackstone Real Estate Income Trust, Inc. (BREIT), Blackstone Private Credit Fund (BCRED), as well as our illiquid offerings available to you.

Learn why private investments such as real estate, private credit and private equity can help your clients build wealth using tools unavailable through public markets.

Company Profile: Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $991 billion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Blackstone’s Private Wealth Solutions group provides Blackstone’s partners with the support they need to invest beyond traditional asset classes and unlock differentiated opportunities.

Overview of Blue Owl’s approach to investing in triple net lease private real estate – opportunities and risks in the space, resilient nature of triple net lease relative to traditional commercial real estate investing and benefits of adding exposure to differentiated return profiles in portfolios.

Blue Owl Real Estate Net Lease Trust (ORENT) is a triple net lease, private REIT that acquires single-tenant properties across industrial and essential retail sectors, which are net-leased to investment grade and creditworthy tenants. Accredited investors are fully paid in on monthly subscriptions, with 1099 tax reporting and an annualized preferred return of 7% (distributed monthly).

Educate advisors on the differentiated nature of triple net lease private real estate investing through a discussion on the opportunities and risks in the commercial real estate market. 

Company Profile: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $144 billion in assets under management 1, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional and individual investors differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with over 570 experienced professionals across 10 offices globally, Blue Owl brings the vision and discipline to create the exceptional. (1As of March 31, 2023). 

 This asset class is rich with high quality and high yielding liquid securities backed by the strong U.S. consumer and housing market.

Educate advisors how adding exposure to structured products will enhance returns for investors via less correlated asset classes.

Company Profile: Bramshill Investments, LLC is an employee-owned alternative asset management firm that specializes in investment opportunities across the fixed income universe in sectors such as corporate bonds, preferred securities, municipal bonds, structured credit and credit-themed equities. Our investments are designed with the intent to preserve and grow our investors’ capital utilizing our fundamental value-based approach. Bramshill’s investment professionals provide portfolio management and strategy specific solutions across both liquid and illiquid asset classes. We approach risk management with a probability of loss analysis of individual securities combined with both macro and quantitative inputs. Our clients consist of institutions, family offices, and high-net-worth individuals. Strategies are managed in co-mingled vehicles, SMAs, and through sub-advisory mandates. Bramshill’s team-oriented approach and firm philosophy have been the core reasons for our success in investing, client relationships, and risk management.

Global market conditions are creating attractive opportunities across the real estate landscape.  We discuss the drivers of the recent reset in valuations and highlight where we think opportunities will emerge for experienced, disciplined real estate investors.  Additionally, we discuss how the Brookfield Real Estate Income Trust (Brookfield REIT) leverages the power of Brookfield, one of the world’s largest real estate owners and operators, and Oaktree, a preeminent alternative asset manager with deep credit expertise.

Workshop Highlights:

• Current market overview informed by Brookfield’s $270B global real estate platform.
• Near-term acquisition opportunities from stressed sellers of high-quality assets
• Drivers of longer-term rent growth for real estate

Company Profile: 

Brookfield Oaktree Wealth Solutions delivers to private wealth investors, in partnership with their financial advisors, the unparalleled alternative investment expertise of Brookfield Asset Management and Oaktree Capital Management.  

We offer real asset and credit strategies, across public and private markets and the liquidity spectrum, that are built on a history of investment excellence, integrity, and an alignment of values.  

We aim to deliver the highest-quality investing solutions, insights, and specialized support to help advisors serve the unique investment goals and time horizons of each investor.

IMPORTANT DISCLOSURES

All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment. Past performance is no guarantee of future results

REITs investing risks are similar to those associated with direct investments in real estate: property value fluctuations, lack of liquidity, limited diversification and sensitivity to economic factors such as interest rate changes and market recessions

©2023 Brookfield Corporation; ©2023 Brookfield Asset Management Ltd.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC; & ©2023 Brookfield Public Securities Group LLC.

Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC are an indirect majority owned subsidiary of Brookfield Corporation

We’ll begin by sharing our thoughts on the current opportunity set in US core real estate against a backdrop of ever-changing demographics, market disruptions, and technological advancements.   We’ll then focus on 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 considering a more fluid economic environment and provide specific examples in select sectors: industrial and life sciences.

Workshop Objectives:

To learn how a proactive, service-minded partner can positively impact real estate portfolio returns. 

About EQT and EQT Exeter:

EQT is one of the largest alternative investment managers in the world with over $200 billion in AUM with a strong track record of investing across Real Assets including Infrastructure and Real Estate, and Private Capital, including Venture, Growth, Life Sciences and Buyouts since 1994.

EQT Exeter is a global real estate solutions provider serving corporate and consumer tenants with scope and scale. With a legacy dating back 75 years, EQT Exeter is among the largest real estate investment managers in the world, focused on acquiring, developing, leasing, and managing logistics/industrial, office, life science and residential properties in Europe, the Americas and Asia. EQT Exeter was created through the combination of Exeter Property Group and EQT.

EQT Exeter currently oversees a portfolio totaling over 320 million square feet across 1,550 buildings. The EQT Exeter Team comprises more than 450 experienced professionals operating in more than 50 offices around the globe. Together, they have consummated over 1,800 real estate investments corresponding to over 2,500 properties totaling more than $30 billion in property value.  

With the sharp rise in base rates and a resilient economy, floating rate private credit loans have outperformed other constituents of the fixed income universe, particularly when accounting for volatility. While secular tailwinds should continue to support private credit, the rapid expansion in AUM warrants a closer examination of the internals driving that growth. Private credit has shown the ability to weather macroeconomic shocks before, but it is a heterogenous asset class and is not immune from speculative excesses, as the 2021-vintage shows. Looking ahead, Benefit Street believes that a disciplined and selective approach will be the key to identifying dislocations in the market and generating sustainable returns over the next market cycle.  

This session will examine opportunities in the private debt space following strong recent returns, with a focus on parts of the asset class that might be more vulnerable than others. 

Company Profile: From large institutions to individual investors, each of our clients wants the same thing. To achieve their financial goals. And for more than 75 years, we’ve helped them do exactly that. Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why millions of clients in more than 155 countries have entrusted us with their investments, making us one of the world’s largest independent asset managers. With $1.3T in total assets under management and more than $225 billion* of those assets dedicated to real estate, private equity, private credit and more, we offer a comprehensive range of alternatives solutions.
* Source: Franklin Templeton. As of September 30, 2022. Alternative AUM does not include the acquisition of Alcentra, which closed on November 1, 2022. As of September 30, 2022, Alcentra had approximately $35 billion of AUM.

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
•    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 munis)
•    Hedging & Monetization: Solutions for concentrated stock positions 
•    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

Company Profile: The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client
base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world. To learn more, visit www.gs.com.

Lee will present Schroders Capital capabilities and focus on the opportunity that exists today in Private Equity via a semi-liquid strategy. Schroders allows investors access to a diversified Private Equity portfolio which emphasizes direct/co-investments and secondaries on a global basis.

Introducing the Schroders Capital Global Private Equity Strategy to review the team, philosophy, and process. Lee will focus on Schroders Private Equity platform, investment framework, and a semi-liquid Private Equity strategy.

Company Profile: Schroders has more than 215 years of investment stewardship on behalf of investors around the world. Schroders manages $939.2 billion across equities, fixed income, multi-asset, alternatives, and real estate (as of 6/30/22). Schroders Capital manages $86 billion across private linked assets (as of 3/31/22). The firm employs more than 5,800 people across 38 locations globally.

Curating your client’s personalized wealth journey and maximizing the portion of returns they get to keep after taxes involves choosing the right partner. Custom SMAs by Invesco empower you to unlock new ways to construct portfolios that are tailored to your client’s unique objectives, values, and needs, while also addressing many clients’ foremost concern – taxes. We’ll cover unique innovations like active tax loss harvesting in fixed income SMAs, and also touch on a long/short direct indexing strategy that can accelerate loss harvesting potential; these features are available from Invesco today and address common pitfalls of popular SMAs like laddered bond portfolios and traditional direct indexing. Join us to explore how offering client’s access to Custom SMAs by Invesco can lead to better net of tax and net of fee outcomes.

The objective of the session is to identify actionable practice management ideas as follows:

• Articulating benefits of active tax loss harvesting in fixed income SMAs
• identifying applications for long-short direct indexing
• Avoiding common pitfall of popular traditional SMAs

Company Profile: Invesco 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 $1.4 trillion in assets on behalf of clients worldwide as of March 31,2023. For more information, visit invesco.com/corporate.

While expectations for full regime change in 2023 continue to vacillate, we’re clearly entering a period of higher interest rates and a cycle of capital and infrastructure investment. This evolving market backdrop has inspired rich debate among asset allocators over how to capture the upside while protecting on the downside. The JOHCM International Opportunities PM team believes the answer lies in the “forgotten middle,” where quality, growth, and value companies intersect. Their investment approach offers an alternative to traditional value investing by focusing on underappreciated, high-quality companies exhibiting idiosyncratic characteristics. The team invests in 25-40 of the best ideas from this universe to create a high-conviction portfolio that delivers a differentiated performance profile and complements traditional equity funds.

Understand how company characteristics and various factors are analyzed to create a portfolio that delivers a differentiated performance profile through a blended offensive and defensive approach. 

Company Profile: J O Hambro Capital Management (JOHCM) is an active investment management company specializing in high conviction, active equities management. From our offices in New York, Boston, Philadelphia, London, Singapore, Dublin, Paris, and Munich, we manage USD$27.6 billion of assets, as of June 30, 2023, across a range of global and regional equity strategies. Our nimble teams invest with high conviction and full autonomy, able to pursue the best investment opportunities whilst being free from the bureaucratic distractions of larger investment houses.
The JOHCM business has operated as an investment boutique within the Pendal Group since 2011. In January 2023, Pendal Group Limited was acquired by Perpetual Limited.

Asset-based lending has emerged as the fastest-growing segment of private credit, able to deliver a differentiated source of income. It achieves this through exposure to a wide range of underlying assets that have the potential to generate predictable cash flows, quality income, and diversify investors’ risk premia exposure. Offered by John Hancock with subadvisor Marathon Asset management, Marathon is a leading public and private credit manager with current AUM of over $20B and 177 professionals worldwide. Marathon is a leading expert at sourcing, underwriting, and monetizing senior secured asset-based loans with multiple teams of dedicated specialists with significant domain expertise (physicians, pilots etc.).

Gain insights into the benefits of asset-based lending in the current environment, its fit within a portfolio, and Marathon Asset Management in this presentation.

Company Profile: As part of Manulife Investment Management, we draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Navigating the challenges of today’s markets requires unique talents and expertise on a global scale. That’s why we’ve spent the past three decades building an unrivaled network of specialized asset managers, backed by some of the most rigorous investment oversight in the industry. The result is a diverse lineup of time-tested investments from one of America’s most trusted brands: John Hancock Investment Management.

 High quality fixed income are offering starting yields comparable to longer-term equity returns, making a strong case for mortgage exposure. In this dynamic workshop with Dan Hyman, veteran portfolio manager, you’ll learn why we think it’s a smart time to consider an allocation to agency mortgage-backed securities, and where we see opportunities in today’s markets.  

•    1-on 1 access to the leader of PIMCO’s agency mortgage PM team 
•    Forward-looking macro, market and portfolio construction insights 
•    Open dialog with fellow advisors on investing in today’s markets

Company Profile: PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50 years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.

Investing in an economic environment burdened by inflation, a “higher for longer” interest rate outlook and the requisite economic contraction required to combat the inflation is challenges us all to find the optimal path forward.  Join us to discuss how a Preferred and Capital securities offer the potential to recover discounts existing in the marketplace and generate meaningful increases in current income.

Company Profile: Analyzing the Fixed Income space and how preferreds can create a higher income stream with opportunity to recover discounts.

Join George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors, to discuss Emerging Trends in the Gold Market focusing on: 

•    Recent performance in perspective 
•    Outlook for the next six to eighteen months 
•    Contribution to a portfolio 

At this workshop, George Milling-Stanley from State Street Global Advisors will cover the strategic case for gold. The discussion will center around the current state of the market and what could be on the horizon for gold in the next six to eighteen months.  

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.

The current rate cycle is a stark reminder of the strategic importance of diversification.  Particularly among a portfolio’s income generating assets that tend to be highly correlated to movements in rates and credit spreads.
 Join Senior Portfolio Manager, Scott Kefer, as he discusses an alternative income strategy that seeks the trifecta of benefits many investors need: attractive income, low correlation to both stocks and bonds, and a level of volatility in line with traditional bond indexes.

- Why alternative income should be a long-term, strategic position in your portfolio
- Benefits of uncorrelated yield as an attractive source of potential income
- How to allocate to alternative income as part of a diversified portfolio

Company Profile: Victory Capital is a diversified global asset management firm with $161.4 billion in assets under management as of January 31, 20231. The Company operates a next-generation business model that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform. 
Our differentiated model is composed of 12 autonomous investment franchises, each with an independent culture and investment approach. Additionally, we offer a Solutions Platform, featuring our VictoryShares ETF brand.
Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. We offer a diverse array of independent investment approaches and innovative investment vehicles designed to drive better investor outcomes. This includes actively managed mutual funds, active and rules-based ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, private funds, and a 529 Education Savings Plan.
We are headquartered in San Antonio, TX, with offices in Cleveland, Cincinnati and Rocky River, OH; San Francisco, CA; Denver, CO; Birmingham, MI; New York, NY; Boston, MA; Des Moines, IA, Norwalk, CT,  Hanover, NH and Charlotte, NC. Additionally, we have investment professionals in London, Hong Kong and Singapore.

1 Total AUM includes both discretionary and non-discretionary client assets.