ALTSNY 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.
ALTSNY is developed and led by the CAIA Association, CFA Society New York, and Markets Group, and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSNY 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.

OUR SPEAKERS
Speakers

Ram Lee
Seven Bridges
Ram Lee joined Seven Bridges in 2013 to help lead the firm and investment team. Prior to Seven Bridges, he served as Managing Director at the Howard Hughes Medical Institute endowment. In his role at HHMI, Ram invested its $15+ billion endowment across all asset categories: equities, credit, hedge fund strategies, real estate and private equity funds, including an extensive co-investment program. In addition to sourcing and vetting managers, Ram was the Portfolio Manager for internal macro tail risk strategies and an internal long-only equity strategy. He initiated, traded, and managed positions in equities, currencies, credit default swaps and other credit-related securities. Ram also served as the macro strategist for the HHMI Investment Committee.
Previously, Ram was Director of Investments at the University of Pennsylvania Investment Office. In 2004, he was tapped to join the UPenn CIO to manage the HHMI endowment. Prior to business school, Ram worked for non-profits and NGOs with field work in Cambodia, Vietnam, the Philippines, and Peru.
Ram Lee earned a B.A. in the Honors Program at Swarthmore College and an M.B.A. in Finance from Yale University. He served on the Investment Committee for the NFL Players Association from 2012 to 2024.
Convene Brookfield Place, 225 Liberty
225 Liberty
New York, NY
USA, 10281
(888) 730-7307
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Our Sponsors
Co Hosts

CAIA Association
CAIA Association is a global network of forward-thinking investment professionals, redefining the future of capital allocation in a world where traditional and alternative converge. United by a commitment to improving investment outcomes, we lead with authority, educate to inspire, and connect people who turn insight into action. To learn more about the CAIA Association and how to become part of the most energized professional network shaping the future of investing, please visit us at https://caia.org/.

CFA Society New York
CFA Society New York was founded by a group of professionals that included Benjamin Graham, the “father of securities analysis” and one of the most influential men in the history of finance. Through generations of investment professionals, CFA Society New York remains steady as a leading forum for the investment community since 1937. The mission of CFA Society New York is to serve the needs of all members and investment professionals and to educate the investing public. The fundamental objectives of CFA Society New York are: To provide the premier forum for the exchange of information among investment professionals, corporate management, and other interested members of the public, to maintain an active program of leadership development, career assistance, and continuing education, to encourage the pursuit of high standards of ethics and professional conduct, and to promote integrity and professionalism.
Lead Sponsor

Deloitte
A future where more people have access to opportunities for creating wealth—it’s the promise of human-centered capitalism. Deloitte’s professionals bring a broad and powerful perspective that is experience-driven, strategic, and constantly evolving. Whether you’re in private equity, hedge funds or mutual funds, Deloitte’s Investment Management practice can help you turn challenges into opportunities in an everchanging marketplace.
Platinum Sponsors
American Beacon Partners
American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, we deliver enduring value through traditional and alternative solutions designed to meet investors’ evolving needs. Our unique platform delivers strategic benefits to affiliates through a full suite of distribution, operational and administrative services. Our affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC; SSI Investment Management LLC; and Resolute Investment Distributors, Inc.
Gold Sponsors

Greenbacker
Greenbacker is a multibillion-dollar asset manager and independent power producer specializing in renewable energy, sustainable real estate, and other energy transition investments. With a strong track-record of investing in power generation infrastructure, an extensive network of portfolio company relationships, and significant real estate expertise, Greenbacker benefits from a 360-degree view of the sustainability landscape. Our expertise provides for a superior investor experience while simultaneously generating significant environmental impact.

HSF Kramer
Herbert Smith Freehills Kramer (HSF Kramer) was formed in June 2025 through the transformational combination of Herbert Smith Freehills and Kramer Levin, creating a world-leading global law firm. With more than 6,000 people including approximately 2,700 lawyers spanning 26 offices, HSF Kramer provides comprehensive legal services across every major region of the world. Uniquely positioned to help clients achieve ambitious objectives, HSF Kramer delivers exceptional results in complex transactions and high-stakes disputes.

Lexington Partners
Lexington Partners is one of the world’s largest and most successful managers of secondary private equity and co-investment funds. Lexington helped pioneer the development of the institutional secondary market over 30 years ago and created one of the first independent, discretionary co-investment programs 26 years ago. Lexington has total capital in excess of $83 billion and has acquired over 5,000 interests through more than 1,000 transactions. Lexington’s global team is strategically located in major centers for private equity and alternative asset investing across North America, Europe, Asia and Latin America.
Silver Sponsors

CBIZ
CBIZ, Inc. (NYSE:CBZ) is a publicly traded, leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance and technology, CBIZ delivers forward-thinking insights and actionable solutions to help you anticipate next steps and ac-celerate growth. We help your organization navigate challenges, turn risk into opportunity and drive sustainable, long-term excellence — where you are today and wherever you want to grow. Our 10,000+ team members across 160+ locations in 22 major markets provide top-tier industry expertise with local delivery, relationships and support.

R.G. Niederhoffer Capital Management
At RG Niederhoffer, our Macro Diversified Program (30y track record) has achieved +138% since 2020 with a -0.3 correlation to the S&P, with top of class returns in the '00-'02 Tech Crash, '07-'08 GFC, and 2022 inflation. Our approach is different: a new equity replacement strategy combines our short-term, systematic strategy with 100% S&P 500, aiming for full upside capture, S&P return plus 5-10%, reduced downside, and lower vol than the S&P. A study showed that adding our program to an S&P or 60/40 portfolio improved 5Y total return and Sharpe more than any major hedge fund. Our strategy strongly enhances 60/40 portfolios and even Bitcoin investments & can be used standalone as a positive return, two-sided tail risk program. Daily liquid, $1B AUM, 23 employees.
Business Sponsors

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.

Withum
WithumSmith+Brown (Withum) was founded in 1974 and ranks in the top 25 largest public accounting and consulting firms in the U.S, providing world-class accounting, audit, tax and business advisory services to mid-market companies across the country and around the globe. The Firm’s Financial Services Industry Group serves clients reflecting the diversity of the industry, including hedge fund managers, venture capital firms, private equity firms, mortgage bankers, SPACS, broker-dealers and regulated investment companies. The Firm understands the challenges of operating in a complicated, highly regulated environment, and how to successfully comply with SEC and other rules which often require the expertise of independent auditors and consultants.
Interested in sponsoring?
Sponsorship OpportunitiesKey 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
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Allocator Attendance
+1 347-778-2568
IR@marketsgroup.org
Sponsorship Opportunities
+1 212-804-6220
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Research
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