Barron’s Alternatives Summit

October 28, 2021
Convene
75 Rockefeller Plaza, NYC

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Barron’s Advisor is bringing together our community of top advisors for an invitation-only event centered on the ever-evolving world of alternative investments at our 2021 Barron’s Alternative Summit. 

Join fellow advisors, industry leading asset managers, and platform experts in this space, who have earned a distinct position in our business from macroeconomics to asset allocation. 

It is an exclusive opportunity to be involved in a day of idea sharing, panel discussions, thought-leadership, and networking, with a deep dive into alternative strategies, forthcoming regulations, income opportunities and more. 

​Please note: While we're eager to return to in-person events, we will be taking necessary precautions to ensure the safety of our guests. Therefore, the Alternative Summit will be hybrid, allowing up to 75 individuals to join in-person and a virtual experience for others.

Reasons to Attend

Barron’s Alternative Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.

Networking

Our by invitation only conferences convene elite tier practitioners

Thought Leadership

We pride ourselves in presenting the most forward-looking content

Practice Management

The industry’s most successful advisors share their secrets

Continuing Education

Many of our sessions are eligible for CE credits

2021 Agenda

12:00 PM – 1:00 PM Registration and Lunch     12:55 PM – 1:00 PM Welcome Address   Jack Otter, Global Head, Wealth & Asset Management, Barron’s Group 1:00 PM – 1:45 PM Alternatives 2.0: Raising Investor Awareness   Edwin N. Conway, Global Head, BlackRock Alternative Investors (BAI) Scott Nuttall, Co-Chief Executive Officer, KKR Moderated by: Beverly Goodman, Editorial Director, Barron’s 1:45 PM – 2:45 PM Putting Alternatives Into Practice: Top Advisors Weigh In   Andy Baker, Partner and Portfolio Manager, RMB Capital Michael Bapis, Managing Director, Private Wealth Advisor, Vios Advisors at Rockefeller Capital Management Stephanie Lang, Chief Investment Officer, Homrich Berg Moderated by: Jack Otter, Global Head, Wealth & Asset Management, Barron’s Group 2:45 PM – 3:00 PM Break     3:00 PM – 4:00 PM Innovative Opportunities for Income Investors   Jim Keenan, CIO and Global Co-Head of Credit within BlackRock Alternative Investors (BAI) Billy Butcher, Partner, Chief Operating Officer, KKR Real Estate and Chief Executive Officer, KKR Real Estate Select Trust Moderated by: Amey Stone, Associate Editor, Barron’s Advisor 4:00 PM – 5:00 PM The Best Ways to Access Alternatives: What You Should Know Now   Jeremy Beal, Managing Director, Head of Alternative Investments, Morgan Stanley Wealth Management Nancy Fahmy, Head of Alternative Investments and Specialty Asset Management, Bank of America Jerry Pascucci, Managing Director, Global Head Alternative Investments, UBS Financial Services Inc. Moderated by: Bill Kelly, CEO, CAIA Association 5:00 PM – 6:00 PM Cocktail Reception

Partners

As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. BlackRock offers a range of solutions for institutions, financial professionals and individuals from all walks of life. 

KKR is a leading global investment firm that offers alternative asset management and capital markets and insurance solutions. The firm was founded in 1976 and has approximately $429 billion in assets under management. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.

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