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.

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.

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.

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.

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.