Exploring Private Markets: A New Era in Retirement Plans
Transforming Retirement Plans through Private Markets
In recent years, defined contribution (DC) plans have begun to gain access to private markets, creating unprecedented opportunities for asset managers. Alta Trust, known for its specialization in collective investment trusts (CITs) and private market solutions, is at the forefront of this significant transformation.
Upcoming Summit on Retirement & Private Markets
The Next Summit: Retirement & Private Markets is an exciting event scheduled for November 17-18, where influential leaders and industry experts will gather to discuss the emerging integration of private market strategies into retirement portfolios. As this event is hosted by Alta Trust, attendees can expect insightful discussions and valuable networking opportunities.
Engaging Industry Leaders
Confirmed speakers include top executives from prestigious firms such as Apollo Global Management, Creative Planning, Franklin Templeton, J.P. Morgan, Empower, and OneDigital. Their presence highlights the collective commitment from industry leaders to enhance retirement solutions by navigating the complexities of private market investments.
Insights from Alta Trust's Leadership
Adam Ponder, President and CEO of Alta Trust Company, emphasizes the importance of sharing experiences and practical ideas. "We've seen firsthand what it takes to bring private markets into retirement plans. The Next Summit is about sharing experience, practical ideas, and a collective commitment to doing this the right way for plan participants," he stated.
Featured Sessions at the Summit
The event includes several key sessions designed to provide deeper insights into private market strategies:
- Pioneering Retirement-Ready Alternatives: A discussion on the launch of the first CIT with private investments, featuring Apollo, LeafHouse, and Alta Trust.
- The Future of Retirement & Alternatives: Tony Davidow from Franklin Templeton will explore how private markets will shape future portfolios.
- Navigating the Legal Framework: ERISA attorneys will share fiduciary guidance essential for plan participants.
- Partnering for Growth: Insights on how managers and private market specialists are creating hybrid retirement solutions from JP Morgan, First Eagle, and PIMCO.
- Inside the CIT: Hear practical insights from Alta Trust leaders on designing retirement-ready funds.
About The Next Summit
The Next Summit is structured as a collaborative forum aimed at retirement plan professionals, asset managers, and fiduciary partners. The summit seeks to expand responsible access to private markets while fostering networking and dialogue among participants. The event will kick off with an opening reception on the first day, followed by a full day of sessions and opportunities for networking.
Learn More and Register
For those interested in attending, further details and registration information can be found on the official website of Alta Trust. This summit represents a pivotal opportunity for professionals to enhance their understanding and implementation of private market strategies within retirement plans.
About Alta Trust
Alta Trust is an independent trust company dedicated to collective investment trusts (CITs) and private market solutions. The firm collaborates with asset managers, recordkeepers, and advisors to create and deliver investment structures that offer institutional-quality strategies to retirement investors. Alta Trust has played a pioneering role in integrating private markets into defined contribution plans, ensuring that their clients receive the best possible outcomes.
For more information on Alta Trust and its offerings, visit their official website.
Frequently Asked Questions
What is the focus of The Next Summit?
The Next Summit focuses on the integration of private market strategies into retirement plans and features discussions led by industry experts.
Who is hosting The Next Summit?
The event is hosted by Alta Trust, which specializes in collective investment trusts and private market solutions.
What can attendees expect from the sessions?
Attendees can expect various sessions covering topics such as legal frameworks, retirement alternatives, and insights into the future of private markets in retirement funds.
Why are private markets important for retirement plans?
Private markets offer diversification and potential for higher returns, which can enhance the overall performance of retirement portfolios.
How can I register for The Next Summit?
Interested individuals can find registration details on Alta Trust's official website.
About The Author
Contact Ryan Hughes privately here. Or send an email with ATTN: Ryan Hughes as the subject to contact@investorshangout.com.
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