ALTSSE
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ALTSSE is an education-focused alternative investment event designed to bring the investor community together for dialogue and discussion on the most relevant topics facing investors and managers today.
ALTSSE is developed and led by the CAIA Association, CFA Society South Carolina, CFA Society North Carolina, and Markets Group, and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSSE is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, private markets, real assets, private equity, hedge funds, alternative beta strategies, and more.




JW Marriott Charlotte
600 S College St
Charlotte, NC
28202
(704) 333-1101
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Our Sponsors
Co Hosts

CAIA
The CAIA Association, a global professional body, pioneers a new era in investment management. At the forefront of the shifting of alternative investment asset classes from 'alternative' to mainstream, CAIA embraces diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. A Member-driven organization representing professionals in more than 100 countries, the organization seeks to prepare investors for a dynamic future, disrupting traditions, creating opportunities, and fostering long-term sustainability. To learn more about the CAIA Association and how to become part of a professional network that is shaping the future of investing, please visit https://caia.org/.

CFA Society North Carolina
CFA Society North Carolina (CFANC) was established in 1971 to provide education and support to the area’s investment professionals. The CFA NC is one of the world’s largest societies of investment professionals. As of August 2008: CFA NC was ranked #11 in the United States among CFA Institute societies, making our society one of the largest in the nation. CFA NC ranked #20 globally among all CFA Institute societies, again making our society one of the largest internationally. As of September 2009, CFA NC had 938 members.

CFA Society South Carolina
Silver Sponsors

Nuveen
Nuveen, the investment manager of TIAA, offers a comprehensive range of
outcome-focused investment solutions designed to secure the long-term
financial goals of institutional and individual investors. Nuveen has $1.3
trillion in assets under management as of 30 Sept 2024 and operations in
27 countries. Its investment specialists offer deep expertise across a
comprehensive range of traditional and alternative investments through a
wide array of vehicles and customized strategies. For more information,
please visit www.nuveen.com.

Swiss Re Insurance-Linked Investment Management Ltd
Swiss Re Insurance-Linked Investment Management Ltd (SRILIM) is a FINMA-regulated manager of collective assets based in Zurich (Switzerland).
It acts as the asset manager for various fund solutions by providing investors access to Swiss Re's global portfolio of natural catastrophe reinsurance risks.
Business Sponsors

Absolute Investment Advisers
Founded in 2004, Absolute Investment Advisers
LLC provides
investment strategies with unique sources of risk and return. Strategies
include a long/short fund comprised of exchange traded closed-end funds, a
one-of-a-kind secondaries
fund that provides liquidity to retail oriented alternative investments and a
convertible arbitrage mutual fund. Visit www.absoluteadvisers.com for
additional information.

Adams Street Partners
Adams Street Partners is a global private markets investment manager with investments in more than 30 countries across five continents. The firm is 100% employee-owned and has $62 billion in assets under management across primary, secondary, growth equity, credit, and co-investment strategies. Adams Street strives to generate actionable investment insights across market cycles by drawing on over 50 years of private markets experience, proprietary intelligence, and trusted relationships. Adams Street has offices in Austin, Beijing, Boston, Chicago, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney, Tokyo, and Toronto. adamsstreetpartners.com

Inspira Financial
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. As a custodian, our decades of experience in alternative assets positions investment sponsors, advisers, and investors to capitalize on emerging market trends and unique opportunities. From alternative assets such as private equity and real estate to traditional assets, we collaborate with you to find the right solution for your custody needs.

Northleaf Capital Partners
Northleaf Capital Partners is a global private markets investment firm with US$25 billion in private equity, private credit and infrastructure commitments raised to date from public, corporate and multi-employer pension plans, endowments, foundations, financial institutions and family offices. Northleaf’s 250-person team is located in Toronto, Chicago, London, Los Angeles, Melbourne, Menlo Park, Montreal, New York and Tokyo. Northleaf sources, evaluates and manages private markets investments globally, with a focus on mid-market companies and assets.
Key Discussion Topics
Next Best Move in Alternatives As the controversy around alternatives carries on, investors voice the opportunity in cash and fixed income investment strategies.
Hedge Fund Investment Strategies Creating a dialogue around the opportunities in this volatile market through credit investing, long/short equity, market neutral, global macro, convertible arbitrage and liquid alternatives.
Private Wealth & Hedge Funds As hedge funds continue to be important to family offices, wealth managers and private banks, investors will discuss the rise in their allocation.
Institutional Portfolio Construction Discussing hedge fund manager selection, addressing over-diversification mistakes and understanding both the art and science of developing a successful portfolio for pensions, endowments and foundations.
Macroeconomics & Global Trends Comparing and contrasting global macro conditions and investment performance.
Growing Opportunities in Private Debt Asset owners aim to get in on the opportunities in private debt and credit and are increasingly looking at impact investing as an alternative.
Registration
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
Please ensure to select the number of tickets you'd like to register for before proceeding
Media Partnerships
+1 212-600-8631
John.Zajas@marketsgroup.org
Allocator Attendance
+1 347-778-2568
IR@marketsgroup.org
Sponsorship Opportunities
+1 212-804-6220
Sales@marketsgroup.org
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