Richard Hsu has served as senior vice president, portfolio manager and senior research analyst for Franklin Templeton’s Investment Solutions group (FTIS). In this role, he was the co-portfolio manager for the group’s flagship Franklin Global Allocation Fund with day-to-day fixed income responsibilities. He also helped lead both the fixed income and alternatives asset allocation research efforts with a specialization in corporate credit for the public and private markets. Mr.

Oleg Primack is a CAIA chapter executive in Calgary. Leveraging a decade of expertise in private alternative asset investments, including direct investments in commercial real estate, private equity, and special situations, his object is to drive the CAIA community’s mission of advancing industry standards. Oleg is a CFA and CAIA charterholder and a graduate of Bayes Business School (London, England)

Mike is a Senior Vice President for Jefferies Credit Partners Business Development team focused on the Private Wealth Channel.

Prior to joining Jefferies Credit Partners in 2024, Mike was an Alternative Investment Specialist for Nuveen’s ~$300B Alternatives platform. Prior to Nuveen, Mike was a Wealth Advisor at Alphacore Wealth, focusing on portfolio construction for HNW and UHNW families and individuals.

Mike graduated with a B.S. in Economics-Finance from the University of Hartford.

Robert Nelson is a Principal on the Private Markets team at Mercer. In his role, Mr. Nelson primarily leads the sourcing, due diligence, and investment selection of North American buyout and growth equity primary funds. He also oversees Mercer’s strategic research on the North American private equity market and assists with sourcing and underwriting co-investment and secondary opportunities. Mr. Nelson joined Mercer through the acquisition of Summit Strategies Group, where he was a member of the Private Markets team.

John Dunnigan is a Managing Director and Co-Head of National Accounts in the Private Wealth group at Golub Capital, a globally renowned private credit manager. In this role, John oversees the Firm’s strategic relationships with major wealth management institutions in North America. Before joining Golub Capital, John served as a Director at Lazard Asset Management, where he managed enterprise relationships with financial institutions investing in non-U.S. equities, infrastructure, and hedge fund solutions.

Mr. Singh joined Meketa in 2022. A Senior Analyst in the Private Markets Group, his work includes sourcing, evaluating, and monitoring private equity investment opportunities. Mr. Singh graduated from Rutgers University with a Bachelor of Science in finance and accounting with a minor in economics and graduated from Georgetown University with Master of Science in finance. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society New York. Mr.

Brian Holzer is a Managing Director and Head of Sales for the Alternative Investments Group within Morgan Stanley Wealth Management. Brian joined the Citi/Smith Barney Alternative Investments Group in 2006 as an Associate and came to Morgan Stanley through the joint venture in 2009. During his time with Morgan Stanley, Brian has held a variety of sales related roles within the Alternative Investments Group, including Specialist, Sales Desk Manager, Regional Director and now Head of Sales.