Allocate Alts Day
Alts Day is an exclusive 1.5-day in-person forum designed for a curated group of leading RIAs and financial institutions, centered around real-world strategies, insights, and frameworks to build and scale alternatives programs. This gathering brings together peers, fund managers, and platform experts to explore the evolving role of alternatives in client portfolios and best practices that deepen client impact.
Allocate is thrilled to host its inaugural Alts Day
2025 Featured Speakers
Join us as leading institutional investors and allocators explore how alternative investments are evolving—and why access alone is no longer sufficient. From constructing diversified portfolios and understanding buyout strategies across market caps, to navigating liquidity solutions and income innovation, this conversation will highlight the nuanced tools shaping alternative allocations today. Topics include co-investments, private credit, real estate strategies, and how venture and growth equity managers drive value through company maturation.
Andrew
Chen
General Partner
Angela
Sibley
Partner, Investor Relations
Anna-Marie
Allander Lieb
Exec. Managing Director, CRE Investment
Ben
Mahdavi
Co-Founder & Managing Partner
Christine
Leong Connors
Co-Founder & CEO
David
Wanek
Investment Partner, CEO
Eric
Patterson
CIO
Garrett
Hall
Partner
Gaurav
Mathur
Partner
Howard
Shams
CEO
John-Austin
Saviano
Founder & Managing Partner
Josh
Klinefelter
Partner
Juliet
Zawedde
Head of Strategic Partnerships, Chief Product Officer, VistaOne
Kelly
Coffey
Co-Founder & Executive Chair
Michael
Sidgmore
Co-Founder & Partner
Neil
Malik
Founder & CEO
Pranav Singhvi
Managing Director, Investment Team
Shahin
Farshchi, PhD
Partner
Stevie
Clements
CMO
Wes
Whitman
Co-Founder & Co-Managing Partner
Win Chevapravatdumrong
Partner & Head of Legal
Our platform streamlines discovery, access, and management of top-tier private funds, while delivering transparency and efficiency. Join a community of forward-thinking investors and experience seamless participation in private markets — all within a single, integrated platform.
Program Agenda
Those that do are seeing measurable results: firms with robust alternatives offerings grow 2–5% faster per year than those that offer alts opportunistically or not at all.
But meaningful insights — grounded in real-world experience — are rare. Allocate Alts Day goes beyond panels and presentations. It’s a closed-door forum designed for candid discussion, shared challenges, and proven strategies from leaders actively building in the space.
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Monday, September 29
Tuesday, September 30
2025 Sponsor Partners
Contact community@allocate.co for details and partnership packages
