04.20.2026
Ryan P. Tracy Speaking at 2026 Women in Alts Alignment Summit 5/8
On Friday, May 8, Ryan P. Tracy, CFP® will be speaking at The Women in Alts Alignment Summit…
On Thursday, August 13, Evan Frazier, CFA, CAIA will be speaking at the 10th Annual Private Wealth Midwest Forum hosted by Markets Group in Chicago.
Evan will be moderating a panel entitled “Alternative Investments: From Diversifier to Alpha Driver,” described as follows: With rates elevated and inflation top of mind, alternatives remain central to diversity portfolios and provide alpha. This panel will take a broad view of the alternatives universe, examining where allocators see the most compelling risk-adjusted returns across private equity, private credit, hedge funds, and venture capital. Panelists will also discuss how macroeconomic shifts, retail distribution trends, and asset manager consolidation are reshaping opportunities for private wealth investors in both U.S. and global markets.
The Forum will bring together regional family offices, RIAs, wealth managers, private banks, and asset managers and examine shifting market conditions, fresh approaches to portfolio construction, and the innovations driving the future of wealth
management. For more information, please visit the event webpage.
04.20.2026
On Friday, May 8, Ryan P. Tracy, CFP® will be speaking at The Women in Alts Alignment Summit…
04.10.2026
On Tuesday, April 28, Evan Frazier, CFA, CAIA will be speaking at Institutional Investor’s 21st Annual East Coast…
06.30.2025
08.11.2025
On Wednesday, October 8, Nat Kellogg, CFA, Frank Valle, CFA, CAIA, and Evan…
02.14.2025
On April 9–10, Greg Leonberger, FSA, EA, MAAA, FCA, Jessica Noviskis, CFA,
01.09.2025
Published January 9, Director of Research and Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >