ALTS

Connect with leading institutional investors, allocators, and alternative investment managers shaping the industry. Position your firm in front of key decision-makers at ALTSCHI, the must-attend event for the alternative investment community at Radisson Blu Aqua Hotel Chicago, July 14-15. ALTSCHI is developed by CFA Society Chicago, CAIA Association, and Markets Group. Request the agenda ➡️ https://hubs.li/Q03b21490 #ALTSCHI Paul Hamann Debra Haym Katie Merch-Chammon Karly Congero Hema Ezhil Grace Fox Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer 

SAVE THE DATE! #ALTSSF2025 September 3, 2025 Presented by: CFA Society San Francisco CAIA Association Markets Group CalALTs (The California Alternative Investments Association) #CalALTs Members receive 40% off registration. Learn more about #ALTSSF2025: https://lnkd.in/ejWKu5vW Discover the benefits of being a #CalALTs member or partner today: https://lnkd.in/gbnfqfVY

The countdown is on—only 14 days until ALTSCAN! Get the latest insights on global asset allocation, private markets, hedge funds, and more. Connect with top allocators and industry leaders shaping the future of alternative investments at the Ritz Carlton, Toronto on April 14. Request the agenda ➡️ https://hubs.li/Q03c0_p10 CFA Society Toronto CAIA Association #ALTSCAN Paul Hamann Debra Haym Katie Merch-Chammon Karly Congero Hema Ezhil Nicole Lopez Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer

As the lines between traditional and alternative assets blur, how should investors adapt? Explore the implications of the Great Convergence in asset management and discover how diversified, long-term solutions are reshaping portfolios with Anne Walsh of Guggenheim Partners Investment Management at #ALTSNY, June 10. ALTSNY is developed by CFA Society New York, CAIA Association, and Markets Group Request the agenda ➡️ https://hubs.li/Q03dP_Gd0 Paul Hamann Debra Haym Katie Merch-Chammon Karly Congero Hema Ezhil Nicole Lopez Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer

Save the date for ALTSCHI, taking place on July 14-15, in Chicago. ALTSCHI is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto and more. Request the agenda ➡️ https://hubs.li/Q03b1TLR0 CFA Society Chicago CAIA Association #ALTSCHI Paul Hamann Debra Haym Katie Merch-Chammon Karly Congero Hema Ezhil Nicole Lopez Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer

From trusting your gut to saying yes before you're ready, these are the words we wish we heard earlier in our careers. Filmed at our 10th Annual #ALTSLA event last week, this Women’s History Month video project captures real wisdom, personal stories, and powerful moments that deserve to be heard. 💥Watch the full video here: https://lnkd.in/gYF4vHtQ #WomensHistoryMonth #MarketsGroupALTS #AlternativeInvestments Featured Voices: ➜ Adele L., OCERS ➜ Alicia Miller-Yoder ➜ Catherine Wood, ARK Investment Management ➜ Kerry Bushman Cohen, MSc., Oaktree Capital Management ➜ Lindsay DeLarme, Oaktree Capital Management ➜ Rachael Stimac Sarabi, East Beach Asset Management ➜ Shannon Saccocia, CFA, CIMA®, Neuberger Berman ➜ Tiffany Hong, Franklin Templeton ➜ Amanda Jiang, Markets Group ➜ Brickson Diamond, Tides Foundation ➜ Claire Mba-Madubuike, Alabama State University / Milken Institute Fellowship ➜ Debby Slack Cherney, SBCERA ➜ Derrick P. Haynes, J.P. Morgan Private Bank ➜ Ellie M. Blackstone ➜ Fatema Raza (Kazmi), CPA, Withum ➜ Jessica Chamuk, LACERS ➜ Jenny Johnson, Franklin Templeton ➜ Jordan Stenholm, CEPRES ➜ Laura Merlini, CAIA, CIFD, MCSI, CAIA ➜ Margret Hardardottir, Argosy Real Estate Partners ➜ Maren Lapham, CAIA, Stillwater Asset Management ➜ Stephanie Lynch, GEM ➜ Trinity Williams Paul Quinn College / Milken Institute Fellowship Markets Group CAIA Association CFA Society Los Angeles CalALTs (The California Alternative Investments Association) Paul Hamann Debra Haym Karly Congero Hema Ezhil Nicole Lopez Katie Merch-Chammon Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer Courtney McQuade

Join the Fireside Chat: 'The State of the Maple Model' with Paol Winslow, Sebastien Betermier, Steven Novakovic, CAIA, CFA, and James Davis to understand how top allocators are navigating today’s market and where opportunities lie for investment partners. Don't miss ALTSCAN on April 14, in Toronto. #ALTSCAN is developed by CFA Society Toronto, CAIA Association, and Markets Group. Request the agenda ➡️ https://hubs.li/Q03cSkxW0 Paul Hamann Debra Haym Katie Merch-Chammon Karly Congero Hema Ezhil Nicole Lopez Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer Leaf Creek Advisors International Centre for Pension Management OPTrust

We had a great time connecting with investors and hearing from industry leaders at #ALTSLA. Here are a few takeaways from the “Examining Opportunities in Real Estate Debt" panel, where Arixa’s Chief Credit Officer, Jonathan Fox, joined other experts to discuss today’s real estate private credit market. · People, not just properties, matter – Strong relationships with experienced clients are key. Lenders and borrowers must work together to navigate existing challenges in the real estate space. · Bridge and construction lending offer compelling risk-reward – Lenders willing to step in during transitional phases can earn attractive premiums, with careful and thoughtful underwriting. · Focus on flexible capital and conservative underwriting – The most resilient strategies look for multiple exit options as business plans can change. · Middle market deals ($10MM–$50MM) are increasingly attractive – They benefit from broader buyer demand and more refinancing options as opposed to larger deals which have a limited buyer pool. Contact us to learn more: https://lnkd.in/eFZpKvbu. #ALTSLA #MarketsGroup #alternativeinvestments #investing #privatecredit #privatedebt #fixedincome #wealthmanagers | Markets Group Arixa Capital Social Media Terms of Use: https://lnkd.in/gf4rjxJW.

It’s always such a pleasure to speak with Courtney McQuade – this year, we had the opportunity to discuss GEM’s approach to independent sponsors and why we focus on alignment as a key indicator of long-term relationship success with managers. Many thanks to the teams at ALTS, CAIA Association, CFA Society Los Angeles, and Markets Group for the opportunity to speak at this year’s #ALTSLA event. Looking forward to next year!

#ALTSLA by Markets Group was a blast last week! I had the chance to meet so many incredible people who were warm, welcoming, and full of insight. ⚡️One of my biggest takeaways was the rise of digital assets and the increasing role of AI in investing. Institutional managers are rapidly embracing digital assets, making them a core component of portfolio diversification. Meanwhile, Gen Z’s number one investment vehicle is crypto and digital assets, and as the great wealth transfer from baby boomers unfolds, I would expect that capital flows into this sector significantly. On the AI front, CEPRES is integrating AI that explains charts and analyses, while also develop compelling narratives that can be added directly to investor reports and pitch books. I’m so curious about this space and would love to hear from any digital asset evangelists out there…. What’s your go-to resource for leveling you knowledge on digital asset investment strategies? P.S. Shoutout to Daron Koch & Chris Godfrey for all the great conversations! They definitely made up for the coffee quality😉 #AlternativeInvestments #DigitalAssets #CryptoInvesting #InstitutionalInvesting #PrivateMarkets #InvestorRelations #CapitalRaising #Fintech #ArtificialIntelligence #InvestmentTrends