Citywire RIA Scottsdale 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.

Company Profile:

Aleto bridges the gap between Wall Street innovation and investor accessibility. Founded to empower independent RIAs, Aleto delivers institutional-grade investment products through transparent, fee-based structures designed for fiduciary alignment. Aleto’s Market Neutral Fund combines quantitative rigor with deep manager due diligence to deliver consistent, risk-adjusted performance. By removing structural conflicts, Aleto enables advisors to enhance portfolio diversification, preserve client trust, and strengthen their firm’s economics. Aleto’s mission is to democratize sophisticated investing—bringing the advantages of modern alternative strategies to qualified investors through the advisors they rely on most.

As 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.

This session will explore the evolution of infrastructure investing and its growing importance in diversified portfolios. We will examine how value-add strategies can unlock compelling opportunities in today’s dynamic market, enabling investors to achieve enhanced returns while effectively managing risk and volatility. The discussion will highlight key structural shifts shaping the asset class, including emerging mega trends that are driving long-term growth and resilience. Attendees will gain insights into how infrastructure has transformed from a traditional, defensive allocation to a source of innovation and performance, and why incorporating value-add infrastructure can be a critical component of forward-looking investment strategies.

Workshop Objective:

Equip participants with insights on evolving infrastructure investments, strategies to unlock opportunities, optimize risk and volatility, and leverage mega trends to achieve higher returns through value-add infrastructure allocations.

Company Profile:

InfraRed is a leading international mid-market infrastructure asset manager. Over the past 25 years, InfraRed has established itself as a highly successful developer, particularly in early-stage projects, and an active steward of essential infrastructure. InfraRed manages US$13bn of equity capital for investors around the globe in listed and private funds across both core and value-add strategies. InfraRed combines a global reach, operating worldwide from offices in London, New York, Frankfurt, Madrid, Sydney, and Seoul, with deep sector expertise from a team of more than 160 people. InfraRed is part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life, and benefits from its scale and global platform. For more information, please visit www.ircp.com.