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.

Investors near retirement who hold highly appreciated real estate represent a massive, untapped opportunity for wealth advisors to grow their assets under management.

In this presentation, you will learn:

• The fundamentals of 1031 exchanges, which you can utilize to help clients to fully defer capital gains from the sale of investment property, preserving 100% of capital.
• How to educate clients about tax-deferred strategies for transitioning from active property management to a passive role while maximizing their monthly income for retirement.
• How to vet and recommend different REIT and DST real estate investment offerings to protect and grow client capital long term.

Workshop Objective:

Learn how to leverage tax-deferred investment strategies into diversified real estate portfolios to connect with existing clients and grow assets under management.

Company Profile:

ExchangeRight vertically integrated platform features more than $7.1 billion in assets under management that are diversified across over 1,400 properties, and 27 million square feet throughout 48 states, as of December 31, 2025. ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, and 1031 DST portfolios that target secure capital, stable income, and strategic exits, which have historically met or exceeded investor projections since inception. The company structures and manages net-leased portfolios of assets backed primarily by investment-grade corporations that have successfully operated in the necessity-based retail and healthcare industries, as well as diversified value-add portfolios of inline and outparcel retail properties adjacent to strong-performing grocery tenants. Visit www.exchangeright.com for more information.

This session will highlight BlackRock’s differentiated approach to private markets through HPS Investment Partners. We’ll explore how direct origination via proprietary networks enables access to less competitive, higher-quality opportunities with stronger structures and better risk-adjusted returns. Our disciplined capital deployment strategy ensures investor capital is aligned with a robust, pre-identified deal pipeline, reducing cash drag and enhancing portfolio performance. Historically focused on institutional clients, we maintain strict underwriting discipline and downside protection, driving consistent performance across market cycles. Advisors will gain insights into how these principles create value and why the synergy between BlackRock and HPS positions us to deliver innovative solutions in today’s evolving market landscape.

Workshop Objective:

Provide an overview of the private markets landscape while demonstrating HPS’ considerable historical expertise and acumen in the space and the newfound synergy with BlackRock.

Company Profile:

HPS Investment Partners, a part of BlackRock, is a leading global, credit-focused alternative investment manager that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. We manage $377B in 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.

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.

Asset allocation decisions mean little without thoughtful implementation that accounts for tax efficiency, liquidity management, and diversification across public and private markets. In this strategist-led roundtable, we'll tackle your specific questions on portfolio construction—from optimizing equity and fixed income exposures, to integrating alternative assets, and implementing tax-aware strategies across account types.

Workshop Objective:

Attendees will leave this session understanding how to:

• Optimize tax efficiency, liquidity, and diversification across public and private markets

• Integrate alternative assets with traditional equity and fixed income exposures

• Implement tax-aware strategies across different account types

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.