Alternatives in Wealth Management Forum

Feb 2nd 2023
Austin, Texas

Institutional Investor in association with CAIA is thrilled to announce the launch of the Alternatives in Wealth Management Forum on February 2, 2023 at the Fairmont, Austin, TX.

This one-day forum will bring together some of the brightest minds from independent RIAs, Multi-Family Offices, Single-Family Offices, Broker-dealers, Private Banks, Trust Companies, and Wirehouses to discuss, debate, and evaluate alternative investments. As always, the program and topics for this event will be informed by an advisory board of industry experts across the wealth management spectrum, ensuring that the peer-driven agenda is compelling, prescient, and informative. From hedge funds, private equity, and real estate, to VC, natural resources, commodities and more — the expert presentations, panel debates, and workshops will offer something for every executive in attendance. 


Become an Attendee                   Become a Sponsor


CAIA Association

Advisory Board

Carl Ludwigson, Managing Director, Bel Air Investment Advisors

Michael Vogelzang, Chief Investment Officer, CAPTRUST

Karim Ahamed, Partner, Cerity Partners

Gene Goldman, Chief Investment Officer, Director of Research, Cetera Financial Group

Jonathan Dane, Founder and Chief Investment Officer, Defiant Capital

Sylvia Kwan, Chief Investment Officer, Ellevest

Brian Pollak, Partner, Evercore Wealth Management

Angela Raitzin, Managing Director, First Republic 

Victoria Greene, Chief Investment Officer, G Squared Private Wealth

Stephanie Lang, Chief Investment Officer, Homrich Berg

Joseph Zappia, Chief Investment Officer, LVW Advisors

RJ Smolenski, Director of Research, Pitcairn

Patrick McGowan, Managing Director, Head of Alternative Investments, Sanctuary Wealth 

Philip Huber, Chief Investment Officer, Savant Wealth Management

Shannon Saccocia, Chief Investment Officer, SVB Private


For more information please contact:

Lauren Feldman

Executive Director, Global Head of Wealth Management