Shane Clifford, Managing Director and Head of Private Wealth Strategies at Carlyle, leads a compelling discussion with Michael Glennon, Vice President of Private Investments at Mariner Wealth Advisors, Jeffrey Locke, Managing Director at Citi Global Wealth Alternatives, and Mark Sutterlin, Head of Alternative Investments at Bank of America / Merrill Lynch. Explore the shift from traditional investment models to innovative strategies in semi-liquid and evergreen vehicles, the impact of education in wealth management, and the critical balance between private equity and credit markets. Get insights into the strategic visions shaping the future of private wealth, direct from the minds steering the industry's top firms.

Discover:

The strategic direction of private markets and the increasing role of wealth channels
The impact of evolving market landscapes on investment strategies
The growing importance of private credit and equity in a diversified portfolio
How semi-liquid and evergreen structures are reshaping investor access
The critical role of education in empowering advisors and investors alike

Whether you're an investor, financial advisor, or industry enthusiast, this panel offers invaluable perspectives on navigating the complexities of today's private market landscape. Tune in for a compelling conversation that bridges the gap between traditional investment methodologies and the dynamic future of private wealth management.

#GlobalAlts2024 #PrivateMarkets #InvestmentTrends #WealthManagement #FinancialEducation

iConnections' Global Alts is the largest cap intro event in the world. Hosted at the iconic Fontainebleau Miami Beach, attendees learn from investment, finance, and economics speakers, and get access to an exclusive alt-investment community.

iConnections is a team of professionals who are passionate about the investment industry. We believe we can improve the industry by bringing in value-added technology and fostering a sense of connection and collaboration. We know this requires hard work, dedication, and commitment to excellence, and we are proud to bring you along on this journey.

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