In an exciting new initiative, Markets Group has joined forces with the CFA Society, CAIA, CalALTS and the California Alternatives Association to develop a new series of educationally focused alternative investment events covering hedge funds, PE, VC, liquid alts, credit, private debit, real estate, real assets and more. This is an elite series, driven by these associations bringing together both private wealth and institutionally focused investors including: wealth managers, corporate pensions, public pensions, insurance funds, endowments, foundations, sovereign wealth funds, health care organizations and private bankers in a truly collaborative and educationally orientated environment. Working with CFA, CAIA, CalALTS and the California Alternatives Association on all elements, this fully ticketed event has established an incredibly high standard of attendee, made up in principal from the memberships of the respective groups.

Current Events


Miami, FL | November 6, 2018

Greenwich Economic Forum

Greenwich, CT | November 15-16, 2018


Hong Kong | March 7, 2019


Los Angeles, CA | March 14, 2019

Palm Beach Global Finance Forum

Palm Beach, FL | April 10, 2018

Past Events


Dallas, TX | October 17, 2017


Silicon Valley, CA | November 28, 2017


Los Angeles, CA | March 21, 2018


Silicon Valley, CA | September 17, 2018


Dallas, TX | October 9, 2018

Cassia Di Roberto

Co-Head of Private Wealth Investor Relations

+1 646-202-1493

Paul Hamann

Head of Private Wealth & Alternatives Group

+1 347-308-7792

Olga Gorlatova

Program Manager / Investor Relations

+1 646-216-8254

Karishna Perez

Program Manager / Investor Relations

+1 646-216-8581

Will Hamilton-Hill

Relationship Manager

+1 646-688-5310

Brett Windisch

Delegate Sales Associate

+1 347-308-7794

Sean Walsh

Delegate Sales Associate

+1 347-778-0723

Tony McLean

Relationship Manager