An abstract graphic of rounded lines forming a circle on a dark blue background. The lines are pink and blend into purple in an ombre circle, with just a portion of the circle showing on the screen. The graphic signifies the design of The Milken Institute's Global Conference 2025, an annual forum that brings together leaders from business, finance, and other fields to discuss economic and social issues.
Global Conference 2025

The Intersection Between Alternatives and Private Wealth (Invite only)

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As alternatives continue to gain traction, the private wealth sector's appetite for these investments remains on an upwards trajectory. This growth is driven by factors such as the generational transfer of wealth, increased portfolio sophistication, technology-driven democratization of access, and a desire for diversification amid market volatility. At the same time, challenges persist, including access barriers, liquidity constraints, and the complexities of managing these investments. How are the managers of alternatives adapting to evolving expectations for liquidity and transparency? What strategies are proving most effective for private wealth managers seeking success in alternatives? 

    Moderator

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    Rich Nuzum

    Executive Director, Investments and Global Chief Investment Strategist, Mercer

    Speakers

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    Matt Brown

    Founder, CEO, and Chairman, CAIS
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    Doug Huber

    Deputy Chief Investment Officer, Wealth Enhancement Group
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    Kathryn Leaf

    CEO, Pantheon
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    Lisa Shalett

    Chief Investment Officer for Wealth Management; Head of the Global Investment Office, Morgan Stanley