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

Workshop Objective:

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

Company Profile:

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

1.    Diversified Performance
Enhance performance and reduce risk in client portfolios with Aleto’s Market Neutral FoHF, which is a curated selection of high performing funds with track records of superior risk-adjusted returns.

2.  Enhanced Economics
We eliminate fund-of-fund (FoF) fees, offering your clients below-market costs without compromising on quality.

3. Stronger Client Relationships
Our intuitive digital platform simplifies onboarding and reporting, allowing RIAs to focus on what matters most: deepening client relationships.

As inflation and economic uncertainty persists, an increasing number of Americans want financial products that help mitigate market risks. How can investment professionals thrive amidst the ambiguity? Allianz Investment Management LLC’s suite of risk-managed investment strategies can equip investors’ portfolios with an added layer of risk mitigation during these unpredictable times. The ETFs seek to provide a level of protection against market drops with either a buffer or floor, while allowing investors to participate in the upside potential of the S&P 500® with capped or uncapped options. AllianzIM explains how these ETFs are designed to perform within client portfolios across a range of market scenarios and their behavior relative to other risk managed, volatility strategies.

Workshop Objective:

Help clients feel more confident amid market volatility and inflation with ETFs that seek to provide a level of protection against market drops with either a buffer or floor from AllianzIM.

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.

Global and domestic economies are undergoing secular shifts and rising volatility in the current geopolitical environment. This session will discuss some of the prevalent themes and developments in the commodities universe under the current administration and global geopolitical backdrop. 

Workshop Objective:

Identify and discuss areas of investment potential as well as investment risks.

Company Profile:

Man Group Company Profile: With a heritage in aiming to deliver attractive performance and tailored client solutions, Man Group is a highly active, global investment manager, powered by cutting edge investment technology. As a manager of millions of savers’ capital, we have a responsibility as stewards of those investments to create a better, more sustainable future for investors and society. Our quantitative expertise and data-driven culture means we believe Man Group is in a unique position to uncover the opportunities of the future. We continuously invest in talent, technology and research as we strive to deliver the best results for our clients.

The AI-fuelled tech dominance of 2024 has given way to volatility, concentration risks, and stretched valuations in the U.S. Meanwhile, European equities have emerged as a bright spot, benefiting from proactive monetary and fiscal policies. Investors need to rethink their approach. 

Join Bradley George, Investment Director for Quality at Ninety One, as he provides an overview of the American Beacon International Franchise Fund and discusses why a quality approach to investing in international markets – focusing on capital light businesses with limited cyclicality and low levels of debt – can offer superior long-term returns.

Workshop Objective:

Unlocking the International opportunity 

The AI-fuelled tech dominance of 2024 has given way to volatility, concentration risks, and stretched valuations in the U.S. Meanwhile, European equities have emerged as a bright spot, benefiting from proactive monetary and fiscal policies. Investors need to rethink their approach. 

Join Bradley George, Investment Director for Quality at Ninety One, as he provides an overview of the American Beacon International Franchise Fund and discusses why a quality approach to investing in international markets – focusing on capital light businesses with limited cyclicality and low levels of debt – can offer superior long-term returns.

Company Profile:

Ninety One is an active, global investment manager. Established in South Africa in 1991, Ninety One has grown beyond Africa to span the US, Europe and the UK, Asia, and Australia, with 20 offices in 15 countries.

Their heritage and approach let them bring a different perspective to active equities, fixed income, multi-asset and alternatives to their clients – institutions, advisors and individual investors around the world.

An in-depth review of the risk-return trade-offs involved in direct lending to PE sponsor-backed middle market companies, highlighting the importance of manager selection and strategies deployed to achieve a fund’s target performance.

Workshop Objective:

Educate on the risk-return trade-offs within different direct lending strategies

Company Profile:

Based in New York, Audax Private Debt is a leading debt capital partner for North American middle market companies. Since its inception in 2000, the firm has invested more than $42 billion in support of over 290 private equity sponsors. Audax Private Debt works collaboratively to build tailored financing solutions for its clients through a comprehensive range of offerings that includes first lien, stretch senior, unitranche, second lien, and subordinated debt, as well as equity co-investments. Audax Private Debt is an experienced and trusted partner with senior leadership averaging more than 26 years in private credit and 15 years working together at the firm through multiple economic cycles. For more information, please visit audaxprivatedebt.com or follow us on LinkedIn.

Seeking Resilient, Tax-Advantaged Income with Net Lease identifies the opportunity for investors to harness the income potential of real estate. The presentation defines the triple net lease structure, explores the potential for insulation from rising variable expenses in a traditional lease agreement, introduces sale-leaseback transactions as a differentiated source of origination, and compares the investment characteristics of the net lease approach to other income-oriented strategies. 

Workshop Objective:

-Define triple net lease and identify the investment characteristics of the strategy
-Explain how market conditions impact the traditional gross lease structure compared to triple net lease 
-Identify sale-leaseback and illustrate the market opportunity 
-Outline the benefits of sale-leasebacks for tenants and investors  
-Explain how private real estate fund structures have evolved to create greater access for wealth investors

Company Profile:

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

With $235 billion in assets under management as of September 30, 2024, 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 investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

Together with over 1,050 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional.

We are witnessing the emergence of a new world order as recent tariffs announcements are restructuring global supply chains and trade relations. With increased market volatility and uncertainty, investors and advisors need to manage client anxiety while taking advantage of strategic opportunities. From defensive positioning to overlooked areas for value, James Macey, Senior Investment Strategist at BNY Investments, will explore how RIAs can leverage active ETF solutions to optimize client portfolios. 

Workshop Objective:

• Understand how active ETFs can be used to address concerns around market volatility, inflation, and income.
• Explore the role ETFs play in building and enhancing resilient and diversified portfolios.
  
  

Company Profile:

BNY Investments is one of the world’s largest investment firms. We believe that the right results begin by being relevant to every client, whether that is engaging the way they want, offering diversified strategies or providing quality insights for better informed decisions. That is why we have designed a model that is built around investors’ needs to offer the best of both worlds: bringing together professional investment firms with unique cultures combined with the global scale and strength of BNY Investments. 

We look to connect investors with opportunities across every major asset class, globally. Today, we have seven investment firms: ARX, Dreyfus, Insight, Mellon, Newton Investment Management,
Siguler Guff and Walter Scott.

In our view, the timing for private real estate is right. Commercial real estate markets have recently repriced, presenting significant opportunities. However, legacy portfolios are struggling to take advantage of these prospects due to limited capital and ongoing redemptions. Historically, investing early in a recovery cycle has generated excess returns for investors. This presents a prime opportunity to make strategic investments in commercial real estate.

Workshop Objective:

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

Company Profile:

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

There are many challenges facing the commercial real estate (CRE) market today— interest rates volatility , cap rate uncertainty, and a lack of capital due to the dislocation in regional banks.  With a significant amount of real estate debt maturing in the next three years, and many expecting some properties to enter default or have sizable losses, there will undoubtedly be some struggles among CRE investors.  However, these challenges may also create a significant opportunity for private creditors to uncover hidden gems among an abundance of “broken balance sheet” properties.

Workshop Objectives:

Marc will discuss the current state of the US real estate market and why we see a unique multi-year window for CRE debt investing.

Company Profile:

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

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

Workshop Objectives:

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

Company Profile: HPS Investment Partners is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients.  We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate. The scale and breadth of our platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, we share a common thread of intellectual rigor and discipline that enables us to create value for our clients, who have entrusted us with approximately $148 billion of assets under management as of September 2024.

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

Workshop Objective:

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

Company Profile:

MassMutual Investments delivers a full suite of investment solutions leveraging institutional and boutique asset managers to provide unique income solutions. Our platform is designed with the goal to provide style purity and consistency of performance.  Our managers include, Barings, a $420+ billion global asset manager and Clinton Investment Management a boutique municipal bond manager.

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

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

Workshop Objective:

The session is designed to educate investors on the potential benefits of net lease investing 

Company Profile:

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

Personalization and tax loss harvesting are the new alphas that improve client outcomes, but they come at a significant cost for RIAs. Boosting operational efficiency -- or operational alpha --  is the key to scaling growth for today's advisors. While direct indexing has been the solution for enabling greater personalization and tax-efficiency in equities -- making it the fastest growing segment of the SMA market -- we have taken a step further by extending the concept of direct indexing to fixed income assets as well. Technology is the new wrapper that is now empowering advisors to scale across all public markets.  Hear from Brooklyn's CEO, Erkko Etula, to explore how AI can power advisors -- ranging from custom index creation and thematic investment interests to boosting operational efficiencies, and take a look behind the curtain to understand how the digital era can unlock client engagement and growth. 

Workshop Objective:

-Understand how multi- asset direct indexing can eliminate workflows associated with rebalancing and managing cash flows 
-Explore how AI can power custom index creation, catering to thematic investment interests 
-Add value in trade execution through algorithmic trading 
-Automate concentrated position management to diversify out of concentrated risks, in a tax aware way 
-How to evaluate technology, platforms, and develops to obtain the scale necessary to support your business  

Company Profile:

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has $1.2 trillion in assets under management as of 30 June 2024 and operations in 27 countries. Its investment specialists offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.

Private credit extends far beyond direct lending, offering a vast universe of opportunities. To build resilient, well-diversified portfolios, investors should consider both cash flow-backed and asset-backed lending strategies, such as real estate debt. Beyond its defensive characteristics and low correlation to traditional markets, real estate debt presents a compelling opportunity today, with the potential to capture outsized yields in a favorable market environment. By broadening their approach, investors can enhance returns while improving portfolio stability. Join us to explore how real estate debt can help enhance returns and complement private credit allocations today.

Workshop Objective:

Explore the full spectrum of private credit beyond direct lending, focusing on diversification through asset-backed strategies, with a special emphasis on real estate debt’s defensive benefits and yield potential.

Company Profile:

About Principal Asset ManagementSM
With public and private market capabilities across all asset classes, Principal Asset ManagementSM and its specialist investment teams are focused on harnessing the potential of every opportunity to secure an advantage for its clients.
 
The 28th largest manager of worldwide institutional assets under management of 411 managers profile, Principal Asset Management applies local insights with global perspectives to identify compelling investment opportunities and deliver distinctive solutions aligned with client objectives.1
 
Principal Asset Management is the global investment management business for Principal Financial Group®  (Nasdaq: PFG), managing $559.1 billion in assets and recognized as one of the “Best Places to Work in Money Management” for 13 consecutive years.2,3
 
Learn more at PrincipalAM.com.
 
1 Managers ranked by total worldwide institutional assets as of December 31, 2023. Pensions & Investments, “Largest Money Managers,” June 2024.
2 Principal Asset Management AUM as of December 31, 2024.
3 Pensions & Investments, “The Best Places to Work in Money Management” among companies with 1,000 or more employees, December 2024.

Market volatility has been on the rise with credit spreads moving away from their multi-year tights across fixed income asset categories. Large, bloated asset managers either have to rely on crude beta levers or focus on illiquid, high risk investments to generate returns. In this environment, having a broad toolkit while staying highly nimble is the only way to generate meaningful alpha, in our opinion. Policy and economic data uncertainty remain high, but rather than a reason to step back from investing, we see it instead as a call to arms to take advantage of dislocations as they materialize. Join us as we share our latest thoughts on the asset class, where we see remaining pockets of value across macro, corporate and securitized markets. We will also highlight ways in which our team offers a differentiated approach to investing, combining clear US focus with benefits of operating within a leading global fixed income platform. 

Workshop Objective:

• Update on the latest macro views (US & global)
• Opportunities within various sub-asset classes in corporate and securitized fixed income    
• Intro to our US fixed income team and ways in which RBC GAM BlueBay team uses proprietary technology to give our investment process an edge across multiple cycles 
  
  

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 $484 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 $130 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 December 31, 2024

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

Workshop Objective:

1. Understand the difference between high yield bonds, broadly syndicated loans, and private credit
2. Discuss the technicals and fundamentals of liquid credit today
3. How best to find yield opportunities in liquid credit

Company Profile:

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

Record equity market results have tempted investors to rush to invest into companies at the first sign of dazzle before taking the time to understand the sustainability of that ‘dazzle’ or growth. This approach has proved dangerous as the winds can quickly change direction and wipe out hundreds of billions of dollars in market cap in just a few hours. Join us to learn how our disciplined, patient approach focused on uncovering international gems, with sustainable streams of earnings growth, can generate alpha and help to diversify your portfolio when the weather on the horizon is uncertain.  

Workshop Objectives:

The objective of the workshop is to explain to prospective investors:

1. Define our flavor of quality;

2. Leverage nontraditional sources to avoid group think and

3. Build portfolios that balance growth with downside protection.  

Company Profile:

Vontobel Asset Management, Inc. is a global investment management firm (“VAMUS”, “we” or “our”) registered as an investment adviser with the U.S. Securities and Exchange Commission.  VAMUS is based in New York, NY, and have provided global asset management services to investors since 1984.  We are a wholly owned subsidiary of Vontobel Holding AG, a Swiss holding company in Zurich, Switzerland. We offer fundamental analysis-based investment advisory and sub-advisory services to a broad array of institutional and intermediary clients, respectively. Our client base includes a list of corporations, public and private pension plans, and foundations and endowments.

• Valuation, Policies, and Yield Differentials that Exist.
• Impact of FX on Volatility, Returns, and Correlations
• Historical Context across Traditional Asset Allocation Framework
  
  

Workshop Objective:

Overview of International Equities, learning about the change in the investment landscape, impact of volatility, returns and correlations

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 US-listed exchange-traded funds (ETFs) across all major asset classes – equities, fixed income and smart beta. 
 
Xtrackers provides numerous building blocks for traditional investment strategies, FX-hedged equities, mainland China equities, ESG strategies (environmental, social, governance), dividends and factors, high-yield, as well as innovative products on thematic investments and growth trends of the future. 

Company Profile:

PPB is a full-service alternative investment provider that meets private wealth advisors in their alternative investment journey. That can mean providing access to highly differentiated strategies and white-labeled customized solutions, all bringing operational efficiencies to support your businesses.
 
We do this by solving the logistical challenges often associated with investing in private investments. PPB’s core mission is to lend extensive operational expertise, reporting, custodial support, and lower investment minimums to private wealth advisors at scaled pricing and with independent due diligence as an added feature.
 
Our full range of specialized solutions are offered through three main business verticals.
 
1. Capital Market Solutions – Our team provides differentiated, durable alternative investment funds, spawned by peer collaboration, accessible to the private wealth community.
 
2. Customized Solutions – PPB designs, builds, launches, and operates completely customizable proprietary investment vehicles for private wealth advisors, fit to their scope with a scalable service model, supported by our in-house operations teams.
 
3. Legacy Operations Solution – PPB delivers complete operational, back, and middle-office support to private wealth advisors who manage an in-house alternative fund and are looking to outsource operational management.