Citywire RIA San Diego CIO Summit 2026

The Aleto Market Neutral Fund aims to deliver a sophisticated, diversified Fund of Funds solution tailored for clients of Registered Investment Advisors (RIAs) and Family Offices (FOs), with a strategic focus on alternative-based trading methodologies. The Fund invests in a curated portfolio of diversified, market-neutral hedge funds, employing investment philosophies that span multiple asset classes and global markets. Each underlying hedge fund strategy operates independently, chosen for its demonstrated ability to generate idiosyncratic returns. This approach is designed to produce a stable, consistent return profile uncorrelated with broader risk assets. Our objective is to partner with managers who can consistently achieve positive performance across varying market conditions.

Workshop Objectives:

Expanding access to institutional-quality investments for a new generation of investors.

In our view, the timing for private real estate is attractive. Commercial real estate markets have repriced meaningfully, creating compelling entry points as values stabilize. Many legacy portfolios remain constrained, underscoring the advantage of deploying fresh capital at this stage of the cycle. Historically, investing early in a recovery has generated excess returns, and we believe the current environment reflects a similar inflection point.
Listed real estate performance, often a leading indicator for private markets, is signaling an early cycle recovery, alongside signs of improving transaction activity. Elevated construction and financing costs have restrained new supply, supporting fundamentals and income growth across select sectors, most notably retail, where resilient demand and limited development are driving improving market conditions.

Workshop Objectives:

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.

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 Objectives:

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.

This workshop provides financial advisors with an in depth overview of the Franklin BSP Private Real Estate Debt Fund (FBRED), an evergreen private real estate debt strategy designed to deliver attractive current income with capital preservation features. Participants will explore the fundamentals of real estate debt, the current market environment shaping private lending opportunities, and why senior oriented real estate credit may play a compelling role in client portfolios today. The session will also cover FBRED’s investment approach, portfolio construction, liquidity framework, and the experience of the BSP real estate platform. Advisors will leave with a clearer understanding of how FBRED is positioned to seek resilient income across market cycles and where it may fit within diversified client allocations.

Workshop Objectives:

Equip financial advisors with a practical understanding of private real estate debt and FBRED’s strategy, enabling informed portfolio positioning discussions focused on income, risk management, and diversification.

Company Profile:

Your trusted partner for what’s ahead™ 
We believe that success requires more than just expertise - it demands powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with our clients, understand their goals, and navigate the complexities of the market together. Our team leverages cutting-edge strategies and deep industry insights to unlock opportunities to help grow wealth. With Franklin Templeton by their side, investors don’t prepare for the future - they shape it.

As the secondaries market has grown, Churchill’s scaled private capital platform has proven to be an attractive hunting ground for secondaries transactions on the GP-led and LP-led sides of the market alike. As is the case across our platform, Churchill targets high quality secondaries transactions alongside our stable of top-performing U.S. middle market private equity sponsors. Join Churchill’s Brett Graffy, Managing Director, Investment Strategist, in a discussion that highlights how being a comprehensive capital provider can lead to deep GP relationships and advantageous positioning as Churchill seeks to capitalize on one of the hottest asset classes in all of private markets.

Workshop Objectives:

Attendees will leave this session understanding how to:

• Understanding GP-led and LP-led secondaries transactions

• Leveraging comprehensive capital provider advantages

• Capitalizing on U.S. middle market private equity opportunities

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 will explore how Pictet applies its proprietary AI stock selection model to deliver transparent, factor neutral enhanced core equity exposure to US and international markets. David Wright will outline how Pictet’s machine learning models analyze hundreds of fundamental, market, and sentiment signals to identify stock specific opportunities while maintaining benchmark like country, sector, and factor exposures. Designed as low tracking error index replacements, PQUS and PQNT ETFs seek to deliver consistent, compounding alpha independent of market regimes. We will highlight why we believe AI represents an evolution of quantitative investing, not a revolution. RIAs will learn how these ETFs can serve as efficient, cost effective building blocks that combine institutional grade stock selection with the liquidity, tax efficiency, and transparency of the ETF wrapper.

Workshop Objectives:

Equip RIAs with a clear understanding of how AI‑enhanced, factor‑neutral ETFs can replace traditional index exposures, improve portfolio efficiency, and deliver repeatable alpha within client‑friendly ETF structures.

Company Profile:

Pictet is a global asset manager, part of a Swiss global banking group with $900Bn that began operations in 1805. The firm manages assets on behalf of institutional investors, intermediaries and their clients, offering active investment strategies across equities, fixed income, multi asset and quantitative solutions. We offer innovative active exchange traded funds (ETFs) that provide access to investment strategies previously reserved for our large institutional clients. A key driver of our ability to endure and innovate has been our inherent independence. This enables an uncompromising focus on our clients’ long-term interests, and a resolute approach through market cycles. As part of the Pictet Group, the firm brings, long term thinking, and an entrepreneurial spirit to its investment processes. 

NB: For financial professional use only. Not for use with the general public. 
https://etf.am.pictet.com/pqnt/

https://etf.am.pictet.com/pqus/