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David DeVoe
David DeVoe founded DeVoe & Company in 2011 to help wealth management companies optimize their business decisions. The company has supported over 600 firms in consulting, investment banking and valuation engagements. David has been a thought leader on RIA practice management for nearly 20 years and was named the 'RIA M&A Guru' by Barron's magazine.
Prior to DeVoe & Company, was at Schwab Advisor Services where he launched and oversaw Schwab’s Transition Planning platform for over 8 years. In this role, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. Before Schwab, David worked in the Strategy Group at American Express. Early in his career, he founded and managed several small businesses.
He received his BA from the University of California, Berkeley, and an MBA from Cornell University Johnson Graduate School of Management.
Speakers
Howard Coleman
Howard joined Coldstream through the company’s acquisition of Genesee Investments in 2011. With a varied background, Howard brings a wealth of legal and investment expertise to Coldstream. Beginning his career at the Seattle firm of Riddell, Williams, Bullitt and Walkinshaw, Howard focused on securities related litigation and regulatory issues and became a partner in 1991. In 1997, he went to work for Genesee Investments as its Managing Director and General Counsel assisting in the analysis and negotiation of its hedge funds’ private investments in public companies. By the early 2000s, Howard transitioned away from his legal role and began evaluating hedge funds for Genesee’s three fund of funds. Having evaluated well over 2,000 hedge funds during his career, Howard found that his legal background dovetailed nicely into hedge fund analysis and strategies that involved real estate, debt instruments, or bankruptcy. In 2014, Howard became Coldstream’s Chief Investment Officer, working with the Investment Strategy Group to develop strategic and tactical asset allocations and fund due diligence.
Currently on the board for the Congregations for the Homeless, Howard is dedicated to civic engagement. Howard and his wife Linda also founded a non-profit organization, Education Access Network, which prepares high school students who cannot afford college preparation classes for the SAT and ACT exams, and helps them through the application process.
The common theme that has governed my career is that the clients’ interests come first – before my personal interests or the interests of the firm. This is the essence of our fiduciary duty and is the core of Coldstream’s value system.
Mark Strahs
Mark Strahs always has his mind on the market. As the son of an early stage institutional equity trader who happily spent his childhood vacations on trading desks, investment is in his veins. Mark brings over 27 years of financial markets experience together with a background in top-down, macro-economic analysis and a focus on stock fundamentals to his work as Sand Hill’s Co-Chief Investment Officer and Head of Equities, which includes responsibility for the firm’s Core Stock Portfolio.
As the Co-CIO, Mark has a sharp focus on methodical mindfulness in asset allocation. He views each client portfolio as a living, breathing entity that requires constant attention. Mark enjoys working as part of a team with an incredibly broad knowledge base and wide-ranging specialties to customize and continually reassess client portfolios. He loves delving into research and uses multi-factor tools to shape his views and decisions about companies or funds, including money flow, behavioral analytics and technical analysis. He specializes in working on concentrated holdings, balancing client sentiment with market timing to help with portfolio diversification. Mark has experience working with both domestic and international clients and brings this global view and dedication to his work at Sand Hill every day.
When the markets close, Mark loves spending time with his family and taking his daughter for walks in Muir Woods or anywhere in the great outdoors. In addition to his love for investing, Mark inherited a love of art from his father and he also enjoys live music performances. In everything he does, he is all in, and that’s an advantage for our clients.
Nicole Tanenbaum
Nicole Tanenbaum is partner and chief investment strategist for Chequers Financial Management, a female-owned high net worth financial planning firm in San Francisco. Nicole oversees all aspects of investment management services offered by Chequers, where she drives the firm’s investment strategy, manager selection and asset allocation decisions.
Prior to Chequers, Nicole oversaw portfolio strategy and investments at Robertson Stephens, where she led the firm's Investment Committee. Prior to Robertson Stephens, she advised ultra high-net worth clients at ICONIQ Capital, a global multifamily office for influential families, and managed investor relations and portfolio analytics for endowments, foundations, and institutional investors at Watershed Asset Management, a $2 billion credit hedge fund.
Nicole holds a bachelor’s degree in Business Management Economics and a master’s degree in Applied Economics and Finance, both from University of California, Santa Cruz. Nicole is frequently interviewed for national publications including the Washington Post, Wall Street Journal, and CNBC. She speaks regularly on portfolio strategy and the private markets.
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Workshops
Workshops
Consider Low or Uncorrelated Allocations with CAT Bonds and ILS
The presentation will provide a comprehensive overview of insurance-linked securities, including investment types and characteristics.
We’ll review the ILS market and look closely at how these asset classes, whose performance is driven by outcomes associated with low-frequency, high-severity events, such as earthquakes and hurricanes, can help diversify an investment portfolio.
We believe ILS may fit well within the fixed income or alternative asset class portion of an investor’s allocation.
Workshop Objective:
• Help asset allocators pursue lower portfolio correlations and attractive risk-adjusted returns.
• Educate about CAT Bonds & Insurance-Linked Securities
• Explore opportunities to improve portfolio resiliency in an environment of potential rate volatility
Company Profile: Amundi US is the US business of Amundi, Europe's largest asset manager by assets under management with $2.286 trillion* and ranked among the ten largest globally. Amundi US offers a broad range of fixed-income, equity, and multi-asset investment solutions in close partnership with wealth management firms, distribution platforms, and institutional investors across the Americas, Europe, and Asia-Pacific.
*As of March 31, 2024
Speakers
Chin Liu
Managing Director, Director of Insurance-Linked Securities, Director of Fixed Income Solutions, Portfolio Manager
As Director of Insurance Linked Securities Chin’s day-to-day responsibilities include the management of dedicated ILS strategies and leading the investment efforts of the team. He is also responsible for structuring and implementing custom Insurance-Linked Securities strategies for diversified fixed income portfolios. As Director of Fixed Income Solutions, Chin leads a team that develops customized investment solutions, fixed income ESG/Responsible Investing research and high-quality, proprietary analytics.
Representatives
Neil Leahey, CIMA®, AIF®
Senior Vice President, Regional Wholesaler
As Senior Vice President with Amundi US, Neil travels throughout Northern California and Northern Nevada, helping senior financial professionals, wealth management teams and independent and bank groups with affluent client acquisition and retention. He provides these producers and branch managers with product and market knowledge, as well as innovative practice management ideas.
Michael O’Connor
Regional Vice President, Regional Wholesaler
As a Regional Vice President, Regional Wholesaler with Amundi US, Mike O’Connor is based in San Francisco, CA covering all channels in the San Francisco Bay Area. Mike assumed his current role of Regional Vice President in 2022. He collaborates with advisory practices in the Bay Area by providing high quality practice management, business development & investment portfolio solutions.
Opportunities in private credit backed by real estate
Private credit backed by real estate presents investors with a range of opportunities for steady returns and portfolio diversification. Unlike public markets, private debt offers less volatility and the potential for higher yields, often backed by tangible assets such as real estate. Additionally, private real estate debt can offer attractive risk-adjusted returns, especially in periods of economic uncertainty or rising interest rates. With careful due diligence and proper risk management, investors can capitalize on the stability and income potential that private real estate debt investments provide in today's market environment.
Workshop Objective: Your clients are facing unique challenges. Private credit backed by real estate could be the answer. This session will dive into why private credit could be right for your portfolios.
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 December 31, 2022. For more information, visit invesco.com/corporate.
Speakers
John Saxton, CFA®, CAIA®
Client Portfolio Manager, North America, Invesco Real Estate
John Saxton is a Client Portfolio Manager at Invesco Real Estate. John’s primary
responsibilities are to engage with broader Invesco distribution and grow IRE’s presence in the financial intermediary channel.
John began his investment career in 1989 and joined Invesco in 2009 as a Third Party
Consultant for the Third Party Sales Division.
John earned a bachelor’s degree in finance from California State University, Northridge.
He is a Chartered Financial Analyst® (CFA) charterholder, a Chartered Alternative Investment Analyst® (CAIA), and a member of the CFA Society of Los Angeles. John holds the Series 7, 63, 66, and 79 registrations.
Delivering Goldman Sachs to RIAs:
Accessing Unique, Customized Solutions through Goldman’s Capital Markets Desk
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
• Fixed Income & Rates Trades: Trade individual bonds with our desk and/or create custom rates trades
• Hedging & Monetization: Solutions for concentrated stock positions
• 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 $10mm+ private holding, we can help find a buyer
Workshop Objective: Learn how Goldman’s services and products can be customized to meet your market outlook and your clients’ objectives.
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.
Speakers
Brandon Laczkowski
Vice President, RIA Capital Markets Solutions
Brandon has been in the investment management industry since 2010. He rejoined Goldman Sachs in 2022 where he previously spent 5 years expanding their capital markets footprint in the RIA space. He currently sits on the equity derivatives sales and trading desk customizing solutions that include structured notes, hedging/monetization solutions for concentrated stock positions, rates trades and warrants. In addition to these solutions, he can provide RIAs access to fixed income trading and private investment liquidity
Attracting New Assets While Helping Clients Defer Taxes and Plan for Generational Wealth
Advisors using 1031/721 strategies are helping clients solve tax issues and create simple, desirable estate planning outcomes. Additionally, this differentiated approach allows Advisors to connect positively with clients’ Next Gen and CPAs, while also adding new billable assets to the Advisors’ practices.
HNW investors often own investment real estate with embedded capital gains, and this presentation will summarize the use of a replacement strategy that incorporates both Section 1031 and Section 721 of the Internal Revenue Code to help optimize outcomes for the investors and their beneficiaries.
Attendees will gain an understanding of how these benefits are achieved. The discussion will include: steps in the process, specific timelines and requirements, identifying suitable clients & prospects, questions to ask and a method for generating CPA referrals.
Workshop Objective: Participants will learn how to grow their RIA practices using 1031/721 strategies like JLL Exchange to help clients solve tax issues and create desirable generational wealth outcomes.
Company Profile: LaSalle Investment Management, Inc. a member of the JLL group and advisor to JLL Income Property Trust, is one of the world’s leading real estate investment managers with approximately $85 billion equity and debt investments under management. LaSalle’s diverse client base includes public and private pension funds, insurance companies, governments, corporations, endowments and private individuals from across the globe. LaSalle sponsors a complete range of investment vehicles including separate accounts, open and closed-end funds, public securities and entity-level investments. LaSalle is a wholly-owned, operationally independent subsidiary of Jones Lang LaSalle Inc. (NYSE: JLL), one of the world’s largest real estate companies.
Speakers
Jon Abrahamovich
Managing Director, Head of RIA Distribution
Jon Abrahamovich leads LaSalle’s RIA Distribution channel and also leads the creation and delivery of programs designed to help financial professionals accelerate business growth. Jon’s extensive experience includes key leadership roles at Invesco, Van Kampen and Morgan Stanley after beginning his career as a Financial Advisor at Merrill Lynch.
Jon is a member of the Securities Industry/Regulatory Council on Continuing Education and the National Speakers Association (NSA®). He is a Registered Corporate Coach™ (RCC™), and holds numerous securities industry licenses. Jon has degrees in finance and economics from Indiana University of Pennsylvania, and has completed Executive Education at the University of Pennsylvania’s Wharton School and the Fuqua School of Business at Duke University.
Representatives
David Perkes
Senior Vice President, RIA Consultant
David joined LaSalle in 2021, with over 20 years industry experience, and a committed approach to helping RIAs grow their practices by providing them with strategic insights and unique strategies. David’s experience includes business development and leadership roles at Tortoise Investment Management, Platform Ventures and Old Mutual Asset Management. David is a graduate of San Diego State University and is a Certified Investment Management Consultant (r).
Direct Access to KKR for Private Wealth Investors
We launched our K-Series to provide a broader swath of investors with the same experience institutional investors have enjoyed with KKR for decades. We plan to address KKR’s differentiated investment platforms and value-creation facilities as well as the novel structures that allowed us to offer investors direct access to every deal we do.
Workshop Objective: You will come away from our session understanding KKR and the next generation of accredited-investor-eligible private markets solutions.
Company Profile: KKR is a global investment firm with 25 offices across 4 continnents. KKR carries a culture deeply rooted in the pursuit of excellence and shared success with our clients,our companies, and our communities. KKR manages more than $500bn across four asset classes: private equity, real estate, infrastructure, and credit.
Speakers
Matt Magill
Director, Head of RIA
Matt Magill is a Director and Head of RIAs for KKR’s Global Wealth Solutions group. Before KKR, Matt led West Coast Family Office and RIA investor relations at Blue Owl Capital after various roles in business development and relationship management at PIMCO and Lord Abbett. He graduated from NYU and holds a CFA.
Representatives
James Dahlen
Analyst
James Dahlen is an Analyst for KKR’s Global Wealth Solutions group. Prior to joining the Global Wealth team, James worked for KKR Capital Markets and Cerberus Capital Management. He graduated from Brown University.
The Future of Wealth Creation: Democratizing Access to Private Markets For All
Breaking the traditional barriers to accessing private markets, Meketa Capital opens doors for investment in middle market private equity buyouts and infrastructure co-investments from top GPs in the U.S. and Europe. With a simple click, advisors gain diversification across GPs, sectors, vintage years, and portfolio companies—no J-Curve, accreditation requirements, fees, or carry. This closed-end interval fund democratizes access for individuals, family offices, and institutions, providing a direct route to harness the potential of private market investments. Regardless of your investing experience, you can learn how to seize this opportunity to expand your client portfolios and thrive in the private market landscape.
Workshop Objective: Attendees will explore the benefits of co-investments, private markets, and how a leading institutional consultant approaches private market investing. They will learn how to incorporate private market investments efficiently into client portfolios.
Company Profile: Meketa Capital is an asset management firm focused on expanding access to private market investments without the complexity of subscription documents, high investment minimums, and the complex tax treatment associated with traditional institutional private market investment structures.
As a subsidiary of Meketa Investment Group, a global public and private markets investments, consulting, and fiduciary management (OCIO) firm, Meketa Capital provides investment solutions for RIAs and other advisors to support their clients.
Meketa Capital also provides asset allocation for model portfolios, manages customized private market fund vehicles, provides OCIO services, as well as specialized general consulting services to advisors.
Speakers
Steven Hartt, CAIA
Managing Principal/Private Markets Consultant, Meketa Investment Group
Steven joined Meketa Investment Group in 2010 and has been in the financial services industry for 35 years. A Managing Principal of the firm, he works in the Private Markets Group where he focuses on client service and marketing, as well as performing due diligence on private markets managers. He also leads Meketa’s private equity co-investment and secondary transaction research. Prior to Meketa, Steven was a Senior Vice President at Amalgamated Bank where he managed the discretionary portfolios of private equity, debt, and infrastructure funds, in addition to the development, marketing and management of a private equity fund of funds. Before that, he spent 11 years at Citigroup in financial advisory, marketing and investment positions.
Steven holds a Bachelor of Science, cum laude, from the University of Colorado, Boulder and a Masters of Business Administration from Columbia Business School. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association®.
Representatives
Matt Barley
Senior Vice President, Business Development, Meketa Capital
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Matt has more than 14 years of experience in the financial services industry. His prior experience includes Director of Advisor Sales at TIFIN, where he led the go-to-market sales for Magnifi by TIFIN, a conversational, AI-based investment management software. Before that, he was the Regional Director for a large asset management platform, responsible for generating investment flows within the Rocky Mountain region. Previously, he also worked as a relationship banker at Key Bank and Union Bank. Matt holds a Bachelor of Science degree in business administration from the University of Colorado – Boulder, with an emphasis in Marketing. |
Michael Bell
Chief Executive Officer, Meketa Capital and Primark Capital
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Michael has more than 25 years of experience in the investment management and wealth management industries. He is the Chief Executive Officer of Meketa Capital as well as the Founder and Chief Executive Officer of Primark Capital. Prior to Primark, Michael built and was the CEO for a $12 billion RIA, managing more than 30 investment strategies and a $10 billion liquid alternative mutual fund complex that launched more than 50 alternative funds. Most recently, he purchased, grew, and sold a family office-backed $6 billion RIA. Also, he specialized as a corporate finance attorney for Latham & Watkins and was a CPA for KPMG. Michael holds a Bachelor of Science in Commerce from the University of Virginia and a Juris Doctorate from West Virginia University.
Thematic Equities from the Pioneers – Investing for Performance and Impact
Can investors allocate to environmental thematic equities for the betterment of portfolio performance and positive impact? We think the answer is yes, as shown by Pictet’s flagship Global Environmental Opportunities (GEO) strategy, which has helped investors around the world achieve both goals since its inception in 2014. Based on a scientific framework, “The Planetary Boundaries”, we construct a portfolio of the companies set to win in a future where new environmental technologies will be necessary, such as those that will drive the energy transition. Not only does this approach improve risk return prospects for clients, but it also offers measurable impact metrics that improve the environmental performance of a portfolio. Active engagement with companies is core to an approach that focuses on long term investing based on bottom-up research.
Workshop Objective: Learn about Pictet Asset Management’s flagship active thematic Global Environmental Opportunities strategy, and the scientific framework that has been adopted for the accurate and robust construction of an environmental equity universe with high purity based on a full lifecycle analysis of firms’ impact.
Speakers
Jennifer Boscardin Ching
Client Portfolio Manager, Thematic Equities
Jennifer Boscardin Ching joined Pictet Asset Management in 2020 as Client Portfolio Manager in the Thematic Equities team.
Prior to joining Pictet, Jennifer worked as a Strategy Manager at RWE Renewables, headquartered in Germany. In this capacity she supported the company Board and CEO in making strategic decisions on how to steer the business within the global clean energy markets, as well as analysed the clean energy landscape for regulatory, technology and competitor movements and trends. Prior to RWE Jennifer worked as a sustainability consultant in the international events and tourism industry, focusing on supply chain sustainability, waste management, and ESG reporting.
Jennifer holds a BA in Political Science from the University of California Los Angeles, and a dual Master’s degree in Environment and Energy Management from Sciences Po Paris and Columbia University School of International and Public Affairs.
Representatives
Seiji Nishimura
Head of US Intermediaries
Seiji is Head of US Intermediaries and leads a team of experienced business development professionals to manage and expand relationships with US Wirehouses, Private Banks, Broker-dealers, RIAs, OCIOs and Sub-Advisory Platforms. He is a specialist in bespoke client solutions and the formation of strategic partnerships with major financial institutions. Seiji also helped to build Pictet Asset Management USA’s presence in the US-based Offshore Financial Advisory channel.
Seiji joined Pictet in 2009 and holds a MSc in Economic History from the London School of Economics and Political Sciences.
Maurice P. Saluan
VP, RIA Business Consultant, John Hancock Investment Management
Maurice is a Vice President and RIA Business Consultant at John Hancock Investment Management. He supports RIA and Family Offices in the West representing JHIM’s subadvised line-up of mutual funds, SMAs, ETFs and private market capabilities. Maurice has 17 years of investment industry experience with a strong emphasis in the RIA Channel. Maurice is a graduate of John Carroll University in Cleveland, OH and currently resides with his family in Orange County, CA.
Fund Group Workshop
PPB Capital Partners - Tech Sponsor
As a fiduciary, PPB helps wealth advisors solve the logistical challenges often associated with investing in private investments. PPB’s core mission is to provide operational expertise, reporting, custodial support, & lower investment minimums to the clients of wealth advisors at scaled pricing and with independent due diligence as an added feature.
PPB maintains excellent relationships with the industry’s top integration partners and service providers. This introduces the opportunity for wealth advisors to grow their firm and increase revenue by offering alternative investment solutions to new segments of high-net-worth clients.
PPB is currently invested in more than 500 structures and partners with more than 165 wealth advisors across the U.S. As of March 31, 2023, private wealth advisors have $3.7 billion in committed capital since inception. PPB has more than doubled its employee count in the past three years, growing to 35 employees as of August 31, 2023.
The firm is 90% owned by executive management and employees (90%) and private investors (10%), which allows for total alignment with wealth advisors.
Speakers
Evan Deussing
Managing Director, Head of Distribution, PPB Capital Partners
Evan Deussing joined PPB Capital Partners in 2023 to lead the external and internal sales distribution teams and manage PPB’s business development strategies. He brings more than 20 years of financial investment sales in various roles for different firms.
Most recently, Evan was the Executive Director, IBD/RIA Business Development and Divisional Sales Manager for FS Investments. Prior to his tenure with FS Investments, he served in various sales roles at Prudential Annuities and as a financial advisor for PNC Investment Services.
Evan, his wife and three children live in Haddonfield, N.J. He enjoys supporting all Philadelphia sports teams, DIY projects and running a real estate investment business. Evan earned his bachelor’s degree from Johnson & Wales University.
Brendan Lake
Founder and Chief Executive Officer, PPB Capital Partners
Brendan Lake is the architect of PPB Capital Partners’ alternative investment vision, a streamlined, turnkey approach for U.S. wealth advisors to solve for accessing institutional quality alternative investment solutions.
After launching PPB in July 2008, Brendan built the company through the great financial crisis by staying committed to his original vision—to bridge the gap of accessing and operating alternative investment solutions.
Prior to founding PPB, he co-founded Pacer Financial LLC, a start-up that developed alternative investment products for U.S. private wealth advisors. Brendan started his career with PLANCO, a national investment product marketing firm where he served as a regional marketing director.
Brendan, his wife, and daughter live in Villanova, Pa. He is committed to his faith and maintaining a healthy lifestyle. Philadelphia born and bred, he earned a master’s degree from the Fels Institute, University of Pennsylvania after graduating with a bachelor’s degree from Temple University.