Markets Group

ALTSLA isn’t just a conference—it’s a think tank for what’s next in the alternative investment space.” Earlier this week at #ALTSLA, CAIA Association’s?Laura Merlini, CAIA, CIFD, MCSI, Managing Director of EMEA, joined?Aaron Filbeck, CAIA, CFA, CFP?, CIPM, FDP, Managing Director, Global Content Strategy, to reflect on the energy and evolution of the event as we celebrated our 10th anniversary with 1,400+ attendees. From the?Great Convergence?keynote to the global ripple effects of U.S.-driven private markets, Laura shared how themes explored in Los Angeles are already shaping the future of alternatives across Europe, the Middle East, and beyond. Next stops??ALTSUK in London this September?and?ALTS Middle East in Qatar on December 3rd. Stay tuned for more interviews shot straight from the sidelines of #ALTSLA. #ALTSLA #MarketsGroupALTS #AlternativeInvestments 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

Save the date for the 9th Annual Private Wealth Northern California Forum, taking place on June 3, in Walnut Creek. This event is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community. Request the agenda ?? https://hubs.li/Q03b2bXq0 #MarketsGroupPW

Join us in congratulating Andrew Kelsen of Moneta for being named to the Elite Private Wealth CIOs. The 2025 Elite Private Wealth List recognizes the top Chief Investment Officers from Independent RIA firms across North America. Learn more about Andrew Kelsen and the full list: https://hubs.ly/Q03cSkNw0 #MarketsGroupElitePWCIOs

After four months of gains, the funded ratio of corporate pension plans declined from 106.0% to 104.8% as of February 28, according to a new report by Milliman Inc. Read more: https://hubs.li/Q03cSdk10 #MarketsGroupNews

Connect with Europe’s top private equity allocators at the 8th Private Equity Europe Forum, September 16-18 at Convene London. Engage with key decision-makers and showcase your strategies to leading institutional investors. Request the agenda ?? https://hubs.li/Q03cSycW0 #MarketsGroupPE

Explore the latest investment strategies and exclusive insights from top leaders across the Nordics at the Nordics Investors Retreat, June 16-18 at Lily Country Club, Norway. Connect with peers and uncover emerging opportunities shaping the region’s wealth landscape. Request the agenda ?? https://hubs.li/Q03cSBcC0 #MarketsGroupNorway

P/E Investments has recently come on board as our Lead Sponsor for UK Investors Forum. The UK Investors Forum is the region's leading conference for family offices, high net worth wealth managers, private banks, pension funds, endowments, foundations, insurance companies and investment consultants. Request the agenda?? https://hubs.li/Q037hCdD0 #MarketsGroupLondon

First Trust has recently come on board as our Platinum Sponsor for the Private Wealth UK Spring Retreat. This event delivers to both sides of the industry - wealth, and asset manager, and our carefully curated agenda is designed to provide you with the latest trends, challenges, and best practices influencing the global wealth landscape. Click for details & request agenda ?? https://hubs.li/Q0385sGp0 #MarketsGroupWindsor

ALTSHK is back, taking place on June 12, at St. Regis Hong Kong. ALTSHK is developed as a local, investor-centric, and education-focused forum co-hosted by CFA Society Hong Kong, CFA Society Singapore, and CAIA Association. This one-day event provides participants with a program that features leaders from private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence, and other sectors of the alternative investment industry. Request the agenda ?? https://hubs.li/Q03cG7sj0 #ALTSHK Paola Segura Alexa Jacob Annie Wu Bijaya Lata Sharma Catherine Giannoukos Della Aisyah Jade Cosgrove Jisoo Kim Koye Sun Lloyd Smith Nebula Karkada Oakar Aye Aung Orlanda Poblete Pooja Ramchandani Rahima Nawab Sachi G. Sanam Rodrigues Shannon Wu Valerie Grisales M Wami Medina Zoey Jeong?

We’re proud to sponsor the 6th Annual Australia Investors Forum in Sydney, hosted by Markets Group. Join us as James Lalor, Client Service and Business Development Officer, engages with industry leaders to discuss key trends and opportunities in global investment strategies. For more information, click here https://lnkd.in/eGdnsTVn www.mondrian.com #ValueInvesting #InvestorsForum #GlobalEquities