The Evolution of Wealth Management: Alts, AI, and the Next-Gen Investor | Global Alts NY 2025 скачать в хорошем качестве

The Evolution of Wealth Management: Alts, AI, and the Next-Gen Investor | Global Alts NY 2025

As the 60/40 portfolio fades, what’s next for wealth managers? At Global Alts NY 2025, leading CIOs Jasmine Yu (Bryn Mawr Capital Management) and Nancy Donohue (Summit Rock Advisors) explore how the wealth management industry is evolving—with deeper allocations to alternatives, greater demand for liquidity, and rising curiosity from a more informed next generation of investors. 💼 Panelists: -Jasmine Yu, CIO, Bryn Mawr Capital Management -Nancy Donohue, Co-Founder & Chief Investment Strategist, Summit Rock Advisors Moderator: Dennis Pereira, Ropes & Gray LLP 🔥 Key Topics: • Why hedge funds are thriving again • Defensive positioning amid policy uncertainty • The growing role of AI, defense tech, and healthcare innovation • Crypto exposure, education, and family office trust • How new generational wealth is reshaping manager selection • Building flexible portfolios with liquid and illiquid alts 📍 Recorded live at Global Alts NY 2025,. - Welcome to iConnections—where the alternative investment industry comes to connect, learn, and grow. iConnections’ Global Alts is the world’s largest cap intro event, hosted at the Miami Beach Convention Center. This premier gathering features insights from top minds in investment, finance, and economics, while giving attendees exclusive access to the global alternative investment community. But we’re more than just events. iConnections is a platform built to connect allocators, managers, and the alternative investment industry year-round. Through innovative technology and curated connections, we make it easier than ever to network, schedule meetings, and grow your business—all in one place. Join us as we transform the way the alternative investment world connects and collaborates. Let’s shape the future of the industry together. Discover iConnections Today: Learn more about our platform: https://www.iconnections.io Stay connected through our social channels: LinkedIn:   / 53118918   Twitter:   / iconnections_io   Instagram:   / iconnections_io