Alts Feeder Primer 2024 Edition
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APR
17
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The democratization of alternative investment products is continuing to shape the investment product landscape in 2024. What is the best way to get exposure in the private markets and non-traditional strategies while managing the minimum investment size and preserving the diverse strategy/fund selection with reasonable added cost? This symposium will serve as the primer for the alternative investment professionals and tackle various forms of investment feeders and service providers that aim to serve the product sponsors and the allocator community.
The industry leading professionals with deep domain expertise in investment due diligence, portfolio strategy, alternative funds advisory and product operations and solutions will cover the following topics:
- Cost of using a large platform feeder, single solution vehicle, and third-party advisory
- Range of services available – lower minimums, back-office integration, sub-doc automation, and due diligence
- Product proliferation or adverse selection?
- Fiduciary duty and liability sharing.
SPEAKERS
Bruce Emken, CFA, CIMA, CAIA | Head of Wealth Management, Pathway Capital - Mr. Emken is a senior vice president and head of wealth management. He leads the firm’s efforts to partner with wealth management firms across the United States. He is responsible for helping firms access all the various resources and high-quality private market solutions Pathway makes available to our client base. These services and solutions range from creating highly customized solutions to commingled offerings that enable clients to access a select group of managers that are traditionally oversubscribed and generally not available to wealth firms. Prior to joining Pathway, Mr. Emken spent almost 20 years at Goldman Sachs Asset Management and Blackrock for 6 years with a focus on alternatives, portfolio construction and growth of their business. Mr. Emken is a CFA Charterholder, a CAIA Charterholder, and a CIMA professional. He has been an active board member of both the CFA Society of Orange County and the CFA Society of Austin. Back To Top ^^
Brendan Lake | Founder & CEO, PPB Capital Partners - Brendan Lake is the architect of PPB Capital Partners’ alternative investment vision, a streamlined, turnkey approach for U.S. wealth advisors to solve for accessing institutional quality alternative investment solutions. After launching PPB in July 2008, Brendan built the company through the great financial crisis by staying committed to his original vision—to bridge the gap of accessing and operating alternative investment solutions. Prior to founding PPB, he co-founded Pacer Financial LLC, a start-up that developed alternative investment products for U.S. private wealth advisors. Brendan started his career with PLANCO, a national investment product marketing firm where he served as a regional marketing director. Philadelphia born and bred, he earned a master’s degree from the Fels Institute, University of Pennsylvania after graduating with a bachelor’s degree from Temple University. Back To Top ^^
Christine Sol | Investment Strategist, Signature Estate & Investment Advisors, LLC - Christine Sol is an Investment Strategist for one of SEIA’s Financial Planning and Investment Management advisory practices. Ms. Sol is dedicated to portfolio management and investment strategies for clients, including non-discretionary accounts, fixed income and alternative strategies. Prior to joining SEIA in 2019, she worked in investment management for 19 years at companies such as Wilshire Associates, Rayliant Global Advisors Ltd, Chaikin Analytics, Research Affiliates, and Western Asset Management Company. Ms. Sol graduated from the University of California, Los Angeles in 2005 with a Bachelor of Arts in Political Science and a Bachelor of Arts in History. Back To Top ^^
MODERATOR
Todd Snyder | Managing Member, Snyder Kearney, LLC. - Todd Snyder has over 30 years of legal, financial and due diligence experience and has been with Snyder Kearney and its predecessors since 2001. Before founding Snyder Kearney, Todd’s experience includes practicing corporate and securities law, and acting as the Vice President of Due Diligence for a registered broker-dealer. Todd is admitted to practice law in the states of Maryland and Florida and the District of Columbia and is licensed as a Certified Public Accountant in the State of Maryland. Todd holds a JD, a BA in Economics, and a BS in Business from the University of Maryland where he is currently a member of the Economics Leadership Council and the Board of Visitors of the College of Behavioral and Social Sciences. From 2011 until expiration of his term in 2020, Mr. Snyder was a member of the Howard County Maryland Pension Oversight Commission where he acted as Chairperson since 2014. Back To Top ^^
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Registration Fees Registration is Now Closed |
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Valet Parking: $20
Alternative Parking (5 min. walk)
BH Public Parking Lot (345 N. Beverly Dr.) - 2 hours free, $3 every 30 min. after
LAZ Parking (9480 Dayton Way) - 2 hours free, $2.50 every 15 min. after
Beverly South Garage (216 S. Beverly Dr.) - 2 hours free, $3 every 30 min. after
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please e-mail info@cfala.org.
Y. Allen Kim, CFA
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CFA Society Los Angeles has determined that this program qualifies for 1.5 PL credit hours, under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member and a CFA Society Los Angeles Member, PL credit for your participation in this program will be automatically recorded in your PL tracking tool. |
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