In May, Markets Group’s Private Wealth U.S. Spring Retreat in Carlsbad, California, brought together leading private wealth allocators, CIOs, and leaders for two days of allocator-led discussions, networking, and sideline interviews exploring what’s next for the industry.
Key themes included leadership in disruptive markets, AI-driven investment strategies, and the continued growth of private credit in portfolio construction.
Exclusive insights from industry leaders — watch Markets Group’s ‘From the Sidelines’ interviews:
Rafia Hasan, Chief Investment Officer, Perigon Wealth Management
“There’s no one right way to lead.”
Hasan joined the Private Wealth Leadership Panel to share how flexibility and authenticity are redefining effective leadership in today’s market environment.
Chris Van Dyke, Director of Investments, Aldrich Wealth
“Private credit is full of opportunity.”
Van Dyke spoke on The Golden Age of Private Credit panel, discussing how allocators are approaching manager selection and disciplined access in an evolving asset class.
Looking Ahead
The conversations in Carlsbad underscored a shared focus on clarity, authenticity, and innovation across private markets.
Join us at the upcoming U.S. Fall Private Wealth Retreat to continue the dialogue shaping the future of wealth management.
📍 U.S. Fall Retreat | Orlando, Florida
🗓 November 19–21, 2025
👉 Request the agenda here
