Services Tags: Investment Manager Search

Nat Kellogg Speaking at Nasdaq eVestment 1Q26 Institutional Trends Quarterly Webcast 3/17

On Tuesday, March 17, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast.

Nat will be providing consultant commentary alongside Russell Elliott, Nasdaq eVestment’s Head of Asset Management, Market Intelligence, and Yanni Angelakos, Nasdaq’s Head of Investment Insights, Capital Access Platforms. The three will share their perspectives on the latest investment trends shaping 2026 strategies, allocations, and exposures, exploring:

  • How recent performance outcomes are shaping allocator perspectives
  • Where market momentum is translating into real capital movement
  • What investor and consultant research activity reveals about sentiment and priorities
  • Manager-search and fundraising signals emerging this quarter

For more information and to watch the replay, visit the event webpage.

Nat Kellogg Speaking at GCM Grosvenor 2025 SEM Consortium 10/28

On Tuesday, October 28, Nat Kellogg, CFA will be speaking at GCM Grosvenor’s 2025 Small and Emerging Managers Conference, SEM Consortium in New York City.

Nat will be joining a panel entitled, “Advising Through Uncertainty: Consultant Insights for the Current Market,” with fellow investment consultants discussing how they are navigating the current market environment with clients for LPs to better understand current trends and opportunities and managers to identify which consultants could be a fit with their strategy.

SEM Consortium’s mission is to educate institutional investors and consultants on best practices of allocating to small and emerging managers, while providing managers with training and insights to help them fundraise and grow their businesses.  For more information, please visit the event website.

Frank Valle Speaking at AIMSE 2025 Fall Conference 9/30

On Tuesday, September 30, Frank Valle, CFA, CAIA will be speaking at the Association of Investment Management Sales Executives’ (AIMSE) 2025 Fall Conference in Chicago.

Frank will be joining a panel entitled, “Bassline Strategies: Yield in a Changing Tempo,” described as follows: Our expert speakers will delve into pressing topics such as navigating interest rate volatility, managing credit and duration risk, and uncovering opportunities in today’s challenging macroeconomic environment. With a focus on innovative strategies and actionable insights, this session will equip institutional investors with the tools to optimize portfolio performance and adapt to shifting market dynamics. Don’t miss this opportunity to hear from industry leaders on how to position fixed income allocations for long-term success.

As a consultant roundtable speaker, Frank will engage in lively discussions with participants by sharing investment manager search activities, organizational updates, and methods for effectively communicating with research and field consultants. A hallmark of AIMSE conferences, the consultant roundtables feature both traditional and alternative professionals.

The AIMSE seeks to provide an educational forum for those employed in the investment management sales and marketing services profession worldwide. For more information, please visit the event webpage.

Greg Leonberger Speaking at Titan Investors 2025 Chicago Due Diligence Retreat 8/26

On Tuesday, August 26, Greg Leonberger, FSA, EA, MAAA, FCA will be speaking at Titan Investors’ 4th Annual Chicago Due Diligence Retreat.

Greg will be moderating a panel entitled, “Outlook on Global Markets,” described as follows: While inflation, growth, valuations, interest rates, and credit spreads are all top of mind, where can investors look for the best risk-adjusted returns? How should RIAs view Public and Private markets for their clients’ portfolios? What factors should be considered during portfolio construction?

Titan Investors is a boutique consulting firm that connects asset allocators and investment managers to share ideas, build relationships, and drive business in a focused environment. For more information, visit their website.

Kweku Obed Speaking at COLAB Connects Capital Connection 4/8

On Tuesday, April 8, Kweku Obed, CFA, CAIA will be speaking at COLAB Connects’ Capital Connection: Spotlight on Small and Emerging Managers event in Atlanta, Georgia.

Kweku will be joining a panel, “Finding Alpha: Allocator’s Perspective on Portfolio Construction and How Smaller Managers Help Drive Outperformance,” as well as participating in the LP Led Small Group Discussion portion of the event.

This Capital Connections event will bring together small & emerging managers and impactful limited partners in private equity, venture capital and private credit, in partnership with City of Atlanta, GreenbergTraurig, and Robert F. Kennedy Human Rights. COLAB Connects is a nonprofit that aligns thought leaders and organizations in the alternative investments industry to foster, support, and empower the current and next generation of talent, driving innovation and excellence across the field. For more information, please visit their website.

Luis Sierra Speaking at New America Alliance Chicago Allocators Connection Summit 10/29

On Tuesday, October 29, Luis Sierra, CFA will be speaking at New America Alliance’s Chicago Roadshow, Allocators Connection Summit.

Luis will be judging a session entitled, “The Elevator Pitch,” described as follows: Six managers representing various strategies deliver a 5-minute elevator pitch to a panel of allocators, who then provide feedback on both the pitch and pre-submitted marketing materials. He will also be joining a panel entitled, “Navigating Key Metrics and Macroeconomic Headwinds: A Consultant and Family Office Guide for Emerging Private Equity and Venture Managers,” described as follows: In an era marked by economic uncertainty and evolving market dynamics, this session brings together leading consultants and fund of funds managers to address the pressing challenges faced by emerging private equity and venture capital managers. Our expert panelists will provide actionable strategies for navigating fundraising hurdles, optimizing portfolio performance, and meeting the expectations of limited partners (LPs) in today’s competitive landscape.

Founded in 1999, the New America Alliance is comprised of a 501(c)6 and a 501(c)3 national organization committed to building on American Latino success to forge a stronger America. NAA leadership and members leverage their influence to increase capital access for women and minority-owned firms, and to accelerate diverse leadership in entrepreneurship, corporate America, and public service. For more information, please visit their website.

Amy Miller Speaking at Kayo 2024 Women in Private Funds Summit 10/9

On Wednesday, October 9, Amy Miller will be speaking at the 2024 Women in Private Funds Summit in Boston hosted by Kayo as part of their 11th Annual Private Equity Series.

Amy will be joining a panel entitled, “Spotlight on GP Led Secondaries – Demystifying Continuation Funds,” described as follows: GP-led secondaries (aka continuation funds), have risen from a small segment of the secondaries market to an integral part of secondary transactions and exit strategies for private fund sponsors. With deals scarce and a sluggish exit environment, private equity firms are holding onto some of their most promising portfolio companies longer. This panel will dive deep into the benefits, pitfalls and changes happening in GP-led secondaries.

The Kayo Women in Private Funds Summit unites an intimate group of 150 General Partners and Limited Partners with 30+ expert speakers to share insights across alternative asset allocations, capital raising, fund formation, product strategy, and institutional investing. For more information, please visit the event webpage.

The Growing Popularity of Continuation Funds

Historically, the private equity secondary market has been used by limited partners (“LPs”) to sell exposures at the end of their lives and as such contained only tail-end exposures. Selling these lingering exposures to private equity funds allowed LPs to clean up their balance sheets and fueled the growth of secondary private equity funds within the broader private equity space. As the market evolved, however, higher-quality assets began transacting as investors started to use secondary markets as a useful portfolio management tool. More recently, general partners (“GPs”) have come to occupy an increasing percentage of the overall market. In 2023, about $110 billion in volume traded in private equity secondaries, with about 50% of the total transaction activity represented by GP-led transactions.

In this newsletter, we provide an overview of continuation funds, including their growth, structure, transaction requirements, and considerations for investors.

Marquette Speaking at Nuveen Alternatives Summit 2024 6/13

On Thursday, June 13, Nat Kellogg, CFA and James Torgerson will be speaking at the Nuveen Alternatives Summit 2024 in Chicago.

Nat will be joining a panel entitled, “Private capital: Navigating the new competitive landscape and today’s headwinds” and James will be joining a panel entitled, “Compelling income opportunities: leveraged finance” at the event. The Alternatives Summit will bring together plan sponsors and consultants to discuss the current alternatives landscape.

Frank Valle Speaking at AIMSE 2024 Annual Conference 6/12–13

Frank Valle, CFA, CAIA will be speaking at the 47th Annual Association of Investment Management and Sales Executives (AIMSE) Sales & Marketing Conference, being held June 12–14 in Boca Raton, Florida.

As a consultant roundtable speaker, Frank will engage in lively discussions with participants on June 12th  by sharing investment manager search activities, organizational updates, and methods for effectively communicating with research and field consultants. A hallmark of AIMSE conferences, the consultant roundtables feature both traditional and alternative professionals. Frank will also be joining a panel entitled, “Buying the Bull? Best Fixed Income Ideas in an Uncertain Market” on the 13th.

AIMSE’s mission is to provide a worldwide forum for sales and marketing professionals in the investment management industry. For more information, please visit the AIMSE website.