Park City RIA CIO Summit 2026

Aleto partners with RIAs to integrate a high-performing, alternatives-based return stream into their clients’ existing portfolios. The Aleto Market Neutral Fund provides a sophisticated, diversified fund-of-funds solution designed specifically for the RIA community, with a strategic focus on alternative-based trading methodologies. The result is institutional-quality hedge fund exposure delivered at a lower cost. By addressing long-standing structural barriers to alternative investment access, Aleto empowers RIAs to strengthen their clients’ portfolios, enhance diversification, and deliver more consistent long-term performance.

Workshop Objective: Demonstrate how the Aleto Market Neutral Fund employs a diversified, market-neutral approach designed to deliver a stable and consistent return profile uncorrelated with broader risk assets.

With more than three decades of running dedicated Emerging Markets strategies, we strive to offer a unique perspective that is informed by our investor’s shared experience managing client capital throughout a multitude of truly unique market cycles. Our investment beliefs are rooted in fundamental bottom-up stock picking, and a long-term patient approach to identifying forward-looking growth opportunities. This session aims to assist allocators looking to position Emerging Markets Equities within their client portfolios. We’ll provide attendees with a fundamentally driven and macro-aware framework with which to view the breadth of opportunities across EM. We’ll also provide historical context, macro insight, and stock-specific highlights that are derived from our fundamental research process. 

Workshop Objective: Assist allocators positioning EM Equities within portfolios. Providing attendees with a long-term, fundamentally driven, macro-aware framework to view the EM opportunity. We’ll provide historical context, macro insight, and stock highlights.

Company Profile: Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 59 partners all of whom work in the business.

We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.

We currently manage or advise some £213bn (as at 30th September 2025) on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 80% of FUM), we offer an extensive range of investment trusts and open-ended funds to UK wealth managers and intermediaries.

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

Private real estate prices have reset after a sharp, rate driven correction, and recent data suggest values are stabilizing. Transaction activity is improving, while listed real estate performance is signaling an early cycle inflection that has historically led private market recovery. Higher construction and financing costs have curtailed new supply, supporting income growth for existing assets. Retail, which repriced earlier than other sectors, is showing renewed momentum as limited new development and resilient demand improve fundamentals in select markets.

This session reviews the evidence behind today’s private real estate opportunity, explains how listed REITs can help identify market turning points, and highlights where selective deployment, particularly in retail, may offer attractive returns. Attendees gain a practical framework for timing, sector selection, and portfolio construction.

Workshop Objective: Equip participants with a repeatable framework to identify bottomed private real estate sectors, use market signals to time entry, and implement selective allocations that capture early‑cycle return potential.

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.

Private credit markets are evolving rapidly, offering investors new pathways to enhance returns and manage risk. This presentation explores how diversifying allocations across the growing ecosystem of GP-LP solutions can unlock differentiated performance. We will examine the strategic rationale for moving beyond traditional fund commitments, highlight emerging structures that align interests between managers and investors, and discuss how these approaches can improve portfolio resilience in varying market conditions. Attendees will gain insights into key trends shaping private credit, practical considerations for implementation, and how innovative allocation strategies can position portfolios for long-term success in an increasingly competitive landscape.

Workshop Objective: Equip participants with strategies to diversify private credit allocations by leveraging GP-LP solutions, fostering innovative partnerships, and identifying structures that deliver differentiated returns and portfolio resilience in dynamic market environments.

Company Profile: Crescent is a global credit investment manager with over $48 billion of assets under management as of September 30, 2025. For over 30 years, the firm has focused on below investment grade credit through strategies that invest in marketable and privately originated debt securities including senior bank loans, high yield bonds, as well as private senior, unitranche and junior debt securities. Crescent is headquartered in Los Angeles with offices in New York, Boston, Chicago and London with more than 235 employees globally.

Sophisticated investors and their advisors have flocked to private credit in recent years as a complement to traditional allocations to public fixed income. Does this phenomenon reflect a fleeting, “golden moment” for the asset class, as some have speculated, or is there an enduring case for private credit as a core component of investor portfolios? This essay seeks to cut through the jargon surrounding the term “private credit” by focusing on its largest and fastest growing component: middle market direct lending. We will make the case for a core allocation to middle market direct lending as a compelling alternative to traditional investment strategies.

Workshop Objective: 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 January 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 golubcapital.com.

The past two years have seen unprecedented momentum in U.S. equities, with top-performing stocks driving record concentration in the S&P 500. This trend has pushed valuations higher and created a significant gap between index leaders and the average stock. While momentum strategies have excelled, history suggests such extremes rarely persist. For 50 years, Harris Oakmark has stood by a disciplined investment philosophy that is rooted in value. As the S&P 500 increasingly resembles a concentrated growth fund, we believe Harris Oakmark’s value-driven approach offers investors an opportunity to reduce concentration risk, improve diversification, and potentially enhance long-term returns.

Workshop Objective: Have a discussion around Harris Oakmark’s disciplined value approach and how the markets long equity run has impacted valuations and opportunity.

Company Profile: At Harris | Oakmark, we are long-term investors. We attempt to identify growing businesses that are managed to benefit their shareholders. We will purchase securities only when priced substantially below our estimate of intrinsic value. After purchase, we patiently wait for the gap between price and intrinsic value to close.

 Join the InspereX team to discuss institutional services available to you and your firm!
-    Structured Notes & CDs: Direct and customized access to enhanced income, buffered growth and FDIC-insured protection solutions based on specific client needs
-    Hedging & Monetization: Solutions for concentrated stock positions 
-    Fixed Income: Trade individual bonds with our desk & create custom bond/CD ladders

Workshop Objective: Learn how InspereX’s services and products can be customized to meet your market outlook and your clients’ specific objectives. 

Company Profile: InspereX is built on access, aggregation, and analysis. We redefine precision investing across structured products, ETFs, private markets, and new-issue and secondary fixed income. InspereX connects advisors and institutions to differentiated investment opportunities, combining deep market expertise with a modern approach to distribution. Our Aria platform integrates advanced technology, market intelligence, and personalized service to streamline execution and empower advisors to deliver greater value to their clients. InspereX represents more than 400 issuing entities, distributes to more than 1,500 partners, and has underwritten more than $800 billion in securities. The firm has seven trading desks and offices in Delray Beach, Florida; Charlotte, North Carolina; Santa Monica, California; Chicago, Illinois; and New York, New York.

Discover how Invesco’s Enhanced Equity SMAs combine long/short equity exposure with active tax management to help create durable after-tax returns. Since launching in 2021, the strategy has evolved to include multiple market segments and higher leverage options designed to target increased pre-tax alpha, tax benefits, and address complex advisor challenges like concentrated stock positions and liquidity event planning.

Workshop Objective: In this session, Invesco experts will share how proprietary alpha signals, disciplined risk controls, and flexible leverage levels can help manage risk, optimize tax outcomes, and enhance portfolio results. Learn how this institutional-quality SMA solution supports personalized wealth journeys with a focus on tax efficiency and growth.

Company Profile:  Invesco Ltd. (Ticker NYSE: IVZ) 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 manages US$2.1 trillion (as of September 30, 2025) in assets on behalf of clients worldwide.

Hosted by Chris Wasilewski, the goal of the session is to educate investment professionals on how the North Haven Private Assets fund offers institutional quality private equity exposure via co-investments and secondaries in an investor-friendly format.  Attendees will gain insights into the fund’s differentiated and time-tested investment approach.

Workshop Objective: This discussion highlights how this innovative vehicle democratizes access to private equity while maintaining disciplined risk management and performance across market cycles.

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.

As equity markets climb and portfolios mature, traditional long-only strategies, even when paired with tax loss harvesting, are hitting their limits. Join Nuveen and Brooklyn Investment Group to learn how technology is delivering superior results through Tax Advantaged Long/Short SMA strategies for concentrated positions, low-basis portfolios, and pre-transaction planning. Our scalable technology empowers you to efficiently execute these sophisticated 130/30 extension strategies across your practice—accelerating diversification, offsetting anticipated gains, and resetting cost basis in highly appreciated portfolios or single stocks, without adding operational complexity.

Workshop Objective: Discover how leading advisors are implementing our Tax Advantaged Long/Short SMA strategies to:
-    Accelerate Diversification of Concentrated positions:
o    Identify tax efficient pathways to reduce single-stock risk while managing tax consequences
-    Strategically offset anticipated capital gains:
o    Understand proactive strategies for clients planning liquidity events or facing mandatory distributions
-    Reset Cost Basis in highly appreciated portfolios
o    Implement sophisticated approaches to improve long-term tax efficiency while maintaining market exposure

Company Profile: Nuveen is a global investment leader, managing $1.4T in public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors.

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.

Nuveen. Invest like the future is watching.

For years, annuities were viewed with skepticism by Registered Investment Advisors. They were seen as too complex, too product-driven, and too misaligned with the principles of fee-only firms. A new generation of annuities is emerging. Built for transparency, designed for flexibility, and aligned with fiduciary billing models, these solutions are reshaping how financial professionals and institutions think about income, risk, and long-term planning. The fee-based annuity market is no longer a niche; it’s a fast-growing, high-potential segment that’s redefining the role of insurance in wealth management. By drawing parallels to the fixed income and alternative investments your firms already use, this presentation helps RIAs better understand how advisory annuities fit into a modern, holistic financial plan and your business model.

Workshop Objective:
Reframe Advisor Annuities by showing:
•    Downside protection? Check.
•     Reduce tax drag on portfolios by relocating inefficient assets? Yes
•     Delivering guaranteed income strategies?  Yes
•    Creating additional organic AUM growth? You got it

Company Profile: When your clients purchase life insurance and retirement solutions, whether that be commissioned or advisory products, they’re buying a promise. A promise that today, tomorrow, or ten years from now, we’ll be there. For nearly 160 years, we’ve fulfilled that promise.

This presentation explores the growth potential of a world increasingly driven by digital, robotics and AI automation. We will highlight a broader range of opportunities than those found in many niche tech offerings, ensuring diversified exposure to innovation.

Workshop Objective: Drawing on a high conviction, tried-and-tested approach from a pioneer in thematic investing since 1995, this session will provide a robust framework to help investors navigate market cycles and capitalize on transformative trends shaping the future of technology and automation.

This conversation explores the evolving landscape of private credit by highlighting the strategic shift towards asset-based lending (ABL). It emphasizes how ABL offers enhanced security through collateral, reducing risk for lenders while providing flexible financing solutions for borrowers. The discussion will cover key benefits such as improved cash flow management, access to capital for growing businesses, and diversification opportunities for investors. Additionally, PIMCO will address market trends, regulatory considerations, and best practices for successfully integrating ABL into private credit portfolios. Ultimately, it underscores the potential of asset-based lending to unlock new growth avenues and strengthen financial resilience in an increasingly complex credit environment.

Workshop Objectives: Improve the understanding of ABL to allocators, how to incorporate the sector into private alternatives allocations, and highlight PIMCO’s expertise in the space.

Company Profile: PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital in income and credit opportunities that span the liquidity spectrum, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and alternative investment solutions and a valued financing partner.

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 Objective: 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. 

Yields remain elevated even as credit valuations are tight – making income attractive when it’s earned with discipline. Multi-sector strategies that invest across fixed income markets can be a great complement to add credit and income to your core bond portfolio strategies.

In this session, we’ll discuss how Vanguard’s Multi-Sector Income Bond ETF (VGMS) and Multi-Sector Income Bond Fund (VMSAX) can help investors get more income into their portfolio. Our credit-centric approach leans on fundamentals-driven security selection to do the heavy lifting, backed by our world-class active credit capabilities. 

We’ll also dig into the opportunities that Vanguard’s active taxable fixed income team is finding in today’s market.

Workshop Objective: Get a deeper understanding of the current opportunity to add income to your fixed income portfolio and learn more about Vanguard’s multi-sector income offerings. 

Company Profile: Vanguard is one of the world's most respected investment management companies, offering a broad selection of investments, advice, retirement services, and insights to individual investors, institutions, and financial professionals. We operate under a unique, investor-owned structure and adhere to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investing success. Shareholders in Vanguard funds benefit from our client focus, experience, stability, and long-term, disciplined investment approach.

  The U.S. equity market is exhibiting one of the highest levels of concentration in its history, marked by pronounced sector, style, and valuation skews.
Against this backdrop, we examine how market structure has evolved and consider the implications for today’s portfolio construction and risk management practices.
Our analysis focuses on three key areas of opportunity for investors seeking to navigate this environment:
 
Diversification Dynamics – Developing strategies that introduce differentiated U.S. exposures and reduce reliance on a narrow set of market drivers. (SPXD, DEUS, XOEX)
Intelligent International – Expanding allocations abroad in a thoughtful, risk aware manner to capture global sources of return. (HDEF, DBEF, XDEF, XEML, DBJP)
Thematics – Positioning portfolios for a world shaped by shifting geopolitics, structural transformations, and an increasingly bipolar global landscape. (CRTC, CHPS, XAIX)
Smart Cash – Utilizing ETFs as a way to manage cash for clients in a manner that is more tax friendly and lower cost than your typical money market or CD (TRSY)

Workshop Objective:
•    Assess the current state of the U.S. equity market 
•    Identify compelling investment opportunities
•    Highlight diversification benefits

Company Profile: Xtrackers by DWS is a global provider of passive solutions with an index track record going back over 20 years. We seek to provide investors with innovation, access and value through a broad range of cost-effective, US-listed exchange-traded funds (ETFs) across all major asset classes – equities, fixed income and alternatives. 
  
Xtrackers provides numerous building blocks for traditional investment strategies, FX-hedged equities, mainland China equities, sustainable strategies, dividends and factors, high-yield, as well as innovative products on thematic investments and growth trends of the future.