ALTS

Dallas, get ready to gain insights at our ALTSTX, happening in 2 weeks. Register now ➡️ https://hubs.li/Q02TcM_x0 CFA Society Dallas/Fort Worth CAIA Association #ALTSTX Paul Hamann Debra Haym Karly Congero Hema Ezhil Nicole Lopez Katie Merch-Chammon Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Giancarlo Sanchez Ureña Fadumo Omer

Discover the future talks of alternative investments in Middle East with insights from CFA Society Saudi Arabia and CAIA Association. Join Fahad Kordi, CFA & Iyad Ghulam, CFA of CFA Society Saudi Arabia and William J. Kelly, CAIA & Laura Merlini, CAIA, CIFD, MCSI of CAIA Association at #ALTSME, December 4, in Ryadh. Register now ➡️ https://hubs.li/Q02VB7kG0 Paola Segura Alexa Jacob Annie Wu Bijaya Lata Sharma Catherine Giannoukos David Orr Della Aisyah Imogen Jones Jade Cosgrove Jisoo Kim Lloyd Smith Nebula Karkada Oakar Aye Aung Orlanda Poblete Pooja Ramchandani Rahima Nawab Sachi G. Sanam Rodrigues Shannon Wu Valerie Grisales M Zoey Jeong

Delve into strategies for growth and income in a shifting economy in our Panel: "Opportunities in the Private Markets & Private Equity: Adapting to Economic Uncertainty and Policy Shifts" with Brian Payne, CFA, CAIA at ALTSME, December 4, in Riyadh. Register now ➡️ https://hubs.li/Q02QJQrl0 #ALTSME BCA Research Paola Segura Alexa Jacob Annie Wu Bijaya Lata Sharma Catherine Giannoukos David Orr Della Aisyah Imogen Jones Jade Cosgrove Jisoo Kim Lloyd Smith Nebula Karkada Oakar Aye Aung Orlanda Poblete Pooja Ramchandani Rahima Nawab Sachi G. Sanam Rodrigues Shannon Wu Valerie Grisales M Zoey Jeong 

#ALTSLA 2025 is your chance to join over 1,000 top leaders in the alternative investments space. With a strong focus on education and tailored one-on-one meeting introductions, this event guarantees you’ll walk away with actionable insights and valuable new connections. 💥Discover more: https://hubs.li/Q02VNVNV0 #ALTSLA Paul Hamann Debra Haym Karly Congero Hema Ezhil Nicole Lopez Katie Merch-Chammon Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Giancarlo Sanchez Ureña Fadumo Omer 

🎉 Exciting News! 🎉 We’re thrilled to announce the 10th Anniversary ALTSLA 2025 event taking place this March 17-19, 2025 in Los Angeles! This milestone event is hosted by Markets Group in partnership with the CAIA Association, CFA Society Los Angeles, and CalALTs. 🚀 Sponsorship Opportunities Available! 🚀 We are now signing on firms for keynote speaking roles, roundtable sessions, cocktail reception hosts, etc. If your firm is interested in sponsoring or attending the event, please reach out to me on LinkedIn or directly at stevie.jacobson@marketsgroup.org. Let’s make this anniversary unforgettable! CalALTs (The California Alternative Investments Association) CAIA Association CFA Institute Markets Group Paul Hamann #ALTSLA2025 #AlternativeInvestments

Be sure to stay in the loop of every conversation at ALTSMIA by securing your stay at Eden Roc Miami Beach, where all the talks happen and get our special pricing for attendees only. 💥 Secure your stay now: https://hubs.li/Q02TcsjF0 #ALTSMIA Paul Hamann Debra Haym Karly Congero Hema Ezhil Nicole Lopez Katie Merch-Chammon Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Giancarlo Sanchez Ureña Fadumo Omer

Thanks to Markets Group for another insightful #ALTSSEA! Grateful to join my fellow panelists on the keynote discussion. A big shoutout to my fearless moderator, Rick Roberts, and co-panelists, Rick Roberts, Erik Lehr, CFA, CAIA, Alex Peters, CFA, and John M. Canorro, CFA, CAIA for an engaging discussion on portfolio construction and opportunities within alternative investments. ✨ 💡 My Key Insight: Opportunity abounds within real estate if you know where to look. At Cambia Capital we see a gap in the market. If navigated well, single family (SFR) can provide a robust investment opportunity, offering both value creation and a lasting legacy. Here’s why: 🏡 The U.S. Housing Shortage: With a deficit of 3-5 million homes, the structural supply gap is significant. 📈 The Swensen Model: This model continues to deliver strong long-term performance, yet real estate typically represents only 10.4% of institutional portfolios—and in some cases, even less! 🌱 Our Journey: In 2009, my team and I offered a pioneering sustainable SFR fund to the market before SFR was even an asset class. By 2023, institutional investors had invested over $60 billion into single family rentals. Interested in sustainable SFR? Let’s connect! 📩 #sustainable #realestate #alternativeinvestments #SFR #singlefamily | CAIA Association | CFA Society Seattle

Great to be back at #ALTSSEA A few years ago, this conference would have been 100% institutional investors. But this year’s audience was filled with financial advisers and retail home office. No surprise as individual investors look to increase their allocations to alternatives. These newcomers will drive the next wave of growth in private assets but will have a different set of opportunities as the early alts buyers.   In PE - sourcing is now much harder as the market has grown. But managers can add significant value through operational improvements, which can lead to outperformance compared to public market equities in most cycles.   Infra - today’s opportunity set is much more diverse than the “roads and bridges” era. Portfolios now include data storage, wind farms, water desalinization plants, etc. And an inflation hedge to boot!   Secondaries are a real thing now - you can invest in seasoned private assets and underwrite the whole portfolio. (Goodbye blind pool risk!) Secondary transactions often trade well below their last valuation marks too. Thanks to Steven Novakovic, CAIA, CFA for the conversation and for allowing me to share our approach to Alts at Russell. ALTS Markets Group CAIA Association, CFA Society Portland CFA Society Seattle Russell Investments

The alternative investments community gathered to share their insights on the industry at our #ALTSSEA. Thank you to our speakers and attendees who made it a great one. CFA Society Seattle CFA Society Portland CAIA Association A huge thank you to our sponsors: Prospect Capital Management | Voya Investment Management | Abbey Capital Limited | Equi | American Capital Group | Cambia Capital | Columbia Pacific Advisors, LLC | Absolute Investment Advisers LLC | Inspira Financial | Morgan Stanley Investment Management | Meriwether Group Capital Paul Hamann Debra Haym Karly Congero Hema Ezhil Nicole Lopez Katie Merch-Chammon Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Giancarlo Sanchez Ureña Fadumo Omer 

Join Ashar Saleem, CFA and other experts as they cover family office governance practices, the latest trends in wealth management, and how natural capital aligns with the UN SDG framework to benefit nature, climate, and communities at ALTSME, December 4, in Riyadh. Register now ➡️ https://hubs.li/Q02T1S8r0 #ALTSME CFA Society Saudi Arabia Paola Segura Alexa Jacob Annie Wu Bijaya Lata Sharma Catherine Giannoukos David Orr Della Aisyah Imogen Jones Jade Cosgrove Jisoo Kim Lloyd Smith Nebula Karkada Oakar Aye Aung Orlanda Poblete Pooja Ramchandani Rahima Nawab Sachi G. Sanam Rodrigues Shannon Wu Valerie Grisales M Zoey Jeong