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There’s immense opportunity in private wealth management for GPs: even a small shift in market penetration can drive staggering AUM growth. This was in full focus at the recent CAIA Association/Institutional Investor Alternatives in Wealth Management Forum. Here are some key takeaways.

The Collaborative Model isn’t just another framework, it’s a method asset owners have used to reduce costs, improve returns, and collaborate strategically. But how does it really work? And how does it compare to the Total Portfolio Approach?

CAIA’s Aaron Filbeck, Managing Director of Global Content Strategy, breaks it all down—along with delving into how CalSTRS, OCERS, and others are using this model to rethink investing.

The lines between conventional and alternative assets are blurring: Private and public securities are converging, and  institutional and wealth management solutions are merging. Join us for the Keynote CEO Discussion at ALTSLA: Everything Is An Alternative—The Great Convergence.

Greedy sinners or enterprising saints? The growth of private equity's influence on the economy can no longer be ignored. In this episode, we outline a more balanced middle between the extremes of proponents and detractors and highlight two virtuous examples of how private capital is being used for social and financial good.

Shifting from 'alternative' to mainstream, we embrace diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. Our pursuit is to prepare investors for a dynamic future, disrupting traditions, creating opportunities, and fostering long-term sustainability. Join us in shaping the future of investing. Next is here.