Alternatives in Wealth Management Forum

Feb 27th - Feb 28th 2024
The Joule
Dallas, TX

Institutional Investor in association with CAIA and UniFi is thrilled to announce the 2nd annual Alternatives in Wealth Management Forum.

This two-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

Advisory Board

Christopher Schelling, Director of Private Investments, Caprock

Hristo Stefanov, CFA®, CAIA, Director of Research, Cetera® Investment Management LLC

Karim Ahamed, Partner, Cerity Partners

Ramesh Poola, PHD, CFA, Chief Investment Officer, Creative Planning

Angela Raitzin, MBA, CFP, CEPA, RRPC, Managing Director, Cresset Capital

Sylvia Kwan, CFA, CAIA, Chief Investment Officer, Ellevest

Brian Pollak, Partner, Portfolio Manager, Evercore

Karen Bean Giamundo, Vice President, Wealth Management, Kestra Financial 

Jason Hoody, CFA, Head of Investment Manager Research, LPL Financial Services

Lori Van Dusen, Founder, CEO, LVW Advisors

Andrew Kelsen, Head of Alternative Investments, Moneta Group

Saumen Chattopadhyay, CFA, CPA, FCA, Chief Investment Officer, OneDigital

R.J. Smolenski, CIMA, Managing Director of Research, Pitcairn

Megan Gorman, CFA, Head, Private & Packaged Solutions, RBC Wealth Management

Patrick McGowan, Head of Alternative Investments & Manager Research, Sanctuary Wealth

Jack R. Mahoney, Managing Director, Principal, Simon Quick Advisors

Stephen Biggs, CFA, CAIA, CFP, Managing Director, Head of Alternative Investments, The Mather Group

Christian Gannon, CAIA, CDDA, Director of Investments, Twickenham Advisors

Don Simoneaux, CAIA, President and Director of Alternative Investments, Waterloo Capital

Chris Maxey, CAIA, Managing Director, Chief Market Strategist, Wealthspire

Rocio Ortega, CFP, Partner, WE Family Offices


For more information please contact:
Lauren Feldman
Managing Director, Head of Wealth Management