8:30 AM -
9:00 AM
30 Min | Registration and Light Breakfast
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9:00 AM - 9:15 AM
15 Min | Welcome and Opening Remarks Ken Bossen, Executive Vice President, Co-Head of Membership, Money Management Institute Forum Co-Chairs:
Milissa Hutchinson, Managing Director, Head of US Wealth, Nomura Asset Management
Andrew Deck, Vice President, Head of Alternative Investments, LPL Financial Citi Hosts:
Keith Glenfield, Global Head of Investments, Citi Wealth
Christine Curtiss, Head of Asset Manager Relationships, Citi Wealth
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9:15 AM - 10:00 AM
45 Min | Private Markets: What's Worked, What Hasn't, and Where Do We Go From Here The private markets boom in wealth has been real — but there are growing pains. These two sessions ditch the consensus view and put some of the most consequential storylines in the industry head to head. Session 1: Hot Takes – Private Credit Under the Microscope
The headlines around private credit have forced the industry to more actively separate signals from noise. After years of rapid expansion, structural and fundamental questions are front and center —underwriting standards, valuation transparency, liquidity mismatches, and whether certain strategies are the right fit for the wealth channel. Juxtaposed against the private equity, this session asks: what has the industry got right, where have there been stumbles and what does the next chapter need to look like? Speakers:
Maura Reilly Kennedy, Managing Director, Head of Private Equity Secondaries, Neuberger Berman
Terry Simpson, Managing Director, Senior Investment Strategist, Ares Session 2: Hot Takes – Winning in the Independent Wealth Channel
The independent wealth channel is rapidly reshaping asset management — challenging the long-standing dominance of wirehouse and bank models. But as the channel scales, not all managers can or should compete the same way. The real question is how firms identify and lean into their true competitive advantage: whether that's deep, differentiated expertise in a specific niche, or the breadth of access and scale that opens doors across the market. The winners won't be those who try to be everything to everyone — they'll be the ones who know their superpower and deploy it deliberately. Speakers:
Juliet Zawedde, Managing Director, Chief Product Officer of VistaOne & Head of Private Wealth Strategic Partnerships, Vista Equity Partners
Matt Magill, Managing Director, Head of RIAs & Bank Trust, Global Wealth Solutions, KKR
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10:00 AM - 10:35 AM
35 Min | Packaging Private Markets: Product Innovation Meets Wealth Demand The expansion of alternatives into wealth has been driven by a key force – accessibility. This session examines how product innovation – across vehicles, fee structures, and liquidity frameworks – has opened private markets to a broader investor base. Hear how industry leaders are navigating product design while balancing investor expectations and operational realities. Moderator/Speaker:
Kate Boucher, Managing Director, Global Head of Alternative Investment Sales, Citi Wealth Speakers:
Keith Jones, Global Head of Private Markets Product, Invesco
John Sievers, Managing Director, Head of Private Wealth Sales, Partners Group
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10:35 AM - 11:05 AM
30 Min | Tax Alpha in Alternatives: Unlocking After-Tax Returns In private wealth, what you keep matters as much as what you make. This session explores how alternative investments can be structured and allocated to enhance after-tax outcomes. Panelists will break down how advisors can generate tax alpha across alternative investments. Moderator:
Bora Lim, Managing Director, Head of Hedge Fund, Alternative Credit Origination & Product Management, Bank of America Merrill Lynch Speakers:
Michele Aghassi, Principal, AQR Capital Management
Justin Evans, First Vice President, CIM Group
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11:05 AM - 11:20 AM
15 Min | Refreshment and Networking Break
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11:20 AM - 11:50 AM
30 Min | From Access to Mindshare: The Evolution of Wealth Distribution Access is no longer enough. The wealth landscape continues to undergo a structural transformation, driven by the rise of alternative investment platforms, digital-first engagement, and a new generation of advisors and investors with evolving expectations. This discussion will explore how asset and wealth managers are adapting to meet the needs of today’s wealth ecosystem, shifting from product-centric to solutions-oriented distribution, and the growing importance of education and content. Moderator:
Jill Rooney, COO, Investment Solutions Product, Morgan Stanley Speakers:
Stephanie Davis, Managing Director, Head of Private Wealth Alternatives, JPMorgan
Nick Veronis, Managing Partner & Co-Founder, iCapital
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11:50 AM - 12:30 AM
40 Min | A Visionary Leader – a Conversation with Blackstone’s Joan Solotar Join Joan Solotar and Joe Lohrer for a candid conversation on the evolution of alternative investments in private wealth. This discussion will explore how one of the industry’s largest platforms has navigated product innovation, distribution scale, and advisor adoption. Topics will include the rise of semi-liquid structures, lessons from recent market cycles, and how firms should look ahead to the next phase of growth and opportunity. Joan Solotar, Global Head, Blackstone Private Wealth
Joe Lohrer, Head of U.S. Retail Sales, Blackstone Private Wealth
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12:30 PM - 1:20 PM
50 Min | Networking Luncheon
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1:20 PM - 1:30 PM
10 Min | President’s Update Craig Pfeiffer provides an executive update on MMI’s strategic areas of focus and its latest initiatives on behalf of member firms and the alternative investments ecosystem. Craig Pfeiffer, President and CEO, Money Management Institute
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1:30 PM - 2:10 PM
40 Min | The Convergence of Public, Private, and Digital Assets: A CEO’s Perspective with Jan van Eck The boundaries between public and private markets are blurring, creating new opportunities for investors and advisors who are ready to adapt. With a track record of anticipating structural shifts, VanEck CEO Jan van Eck will explore how technology, product innovation, and evolving market structure are expanding access to capital, broadening participation, and reshaping investment across companies at different growth stages. From SPVs and venture to stablecoins, tokenization, and the growth of specialized ETFs, this session examines where opportunities are emerging and how asset managers can help investors capitalize on what's next. Jan van Eck, CEO, VanEck
Michael Diamond, Head of Alternatives & Crypto, Fidelity
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2:10 PM - 2:45 PM
35 Min | Scaling Alternatives: Bottlenecks to Breakthroughs – Modernizing Alternative Investment Operations As alternative investments move deeper into the wealth channel, operational demands are rising fast. From onboarding and subscriptions to reporting, liquidity management, and advisor servicing, legacy infrastructure is being tested. This session explores the key friction points firms are facing – and the technology, data, and process innovations emerging to solve them. Moderator:
Cheryl Nash, President, APL, InvestCloud Speakers:
Ben Leong, Global Head of Investor Services, Wealth Alternatives, Franklin Templeton
Lucy Xin, Managing Director, Cross-Asset Client Portfolio Manager Global Wealth Management, Apollo
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2:45 PM - 3:15 PM
30 Min | Insights from the Data: What Research Reveals About Alternatives in Private Wealth As the space continues to grow, leading research firms can help provide a clearer lens into how the wealth channel is evolving. This session will hear from research experts on advisor adoption trends, product preferences, and how data-driven segmentation and analytics are reshaping the go-to-market strategy. Mark Goldberg, Founder, Alternative Investments Market Intelligence
Tim Kresl, Managing Principal, Head of US Client Success, Broadridge
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3:15 PM - 3:30 PM
15 Min | Refreshment and Networking Break
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3:30 PM - 4:00 PM
30 Min | The Evolving 401(k) Landscape: Regulation, Adoption, and Structuring This panel will explore the key forces shaping how alternative investments managers are approaching the defined contribution market, including recent regulatory developments, evolving adoption trends, CIT structures, and semi-liquid solutions. Panelists will discuss how plan sponsors, advisors, and asset managers are responding to the shifting 401(k) landscape and what these changes mean for plan participants and the overall industry. Moderator:
Chris Bailey, Director, Retirement, Cerulli Associates Speakers:
Vadim Avdeychik, Partner, Debevoise & Plimpton
Frank Lallos, Special Advisor, SEI
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4:00 PM - 4:35 PM
35 Min | What’s Next? – From Expansion to Reinvention Alternatives have firmly established a place in private wealth portfolios, but the next phase is less about adoption and more about evolution. This session will discuss the emerging frontiers including the evolving structures, strategic partnerships, the convergence of public and private and how wealth and asset managers can stay relevant in a landscape defined by fee compression, personalization and increasing competition. Moderator:
Andrew Deck, Vice President, Head of Alternative Investments, LPL Financial Speakers:
Matt Brown, Founder, Chairman & CEO, CAIS
TBA
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4:35 PM - 4:45 PM
10 Min | Closing Remarks
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4:45 PM - 6:15 PM
1 Hr 30 Min | Networking and Cocktail Reception
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