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  • CE Credit

25 June 2025 | 9:30 AM - 10:20 AM

Gatekeepers at the Junction of Public-Private Convergence

As asset managers continue to try to get private asset portfolios in the hands of everyday investors, new questions appear. How are major gatekeepers approaching these products? Where do they see the major risks? In which asset classes do these products make the most sense? Finally, should advisors invest their time in learning about these products, or is this a fad destined to fall by the wayside? Explore possible answers in this session.

Speakers

Head of Investment Manager Analysis

Kristen Griffin

Head of Investment Manager Analysis
UBS
Co-Head Global Manager Research

Sage Lincoln

Co-Head Global Manager Research
Wells Fargo
Principal, Equity Strategies, US

Jack Shannon

Principal, Equity Strategies, US
Morningstar Research Services LLC
Head of Investment Selection, Chief Investment Office, Global Wealth And Investment Management

Anna Snider

Head of Investment Selection, Chief Investment Office, Global Wealth And Investment Management
Bank of America