TEAM

Managing Director – Partner, Head of Global Wealth, The Carlyle Group

Director of Business Strategy,
Global Alternative Investments,
Wells Fargo

Chief Client & Product Development Officer, Client & Product Solutions at Apollo Global Management

Managing Director,
Warburg Pincus

Managing Director – Head of Investments Product Development, J.P. Morgan

Partner,
WestCap Group

Senior Managing Director, Vista Equity Partners

Managing Director, Head of Client Solutions,
AMG

Co-Founder,
Pivot Investment Partners

Co-Founding Partner, SurgoCap Partners

Chief Investment Officer,
Ping An Global Voyager Fund

Head of U.S. Distribution,
Franklin Templeton

Managing Director, Head of Alternative Investments,
Morgan Stanley

Managing Director, Head of Alternatives and Investment Manager Solutions, Citi Global Wealth

Managing Director, Head of Global Alternative Investment Solutions, Global Wealth Management, UBS

Managing Director, Head of Blackstone Innovation Investments, Blackstone

iCapital Co-Founder,
Private Investor

Executive Vice President, Head of State Street Wealth Services

Head of Capital Markets, Global Wealth & Investment Management, Bank of America

iCapital Co-Founder, Chairman and Co-Founder,
Aviditi Advisors

Chairman and Member of the Investment Committee,
Hamilton Lane

Investment Analyst, T. Rowe Price

Head, Retail Client Segment, Global Markets Division,
Goldman Sachs

Global Head of Fund Services,
BNY Mellon

Partner, Head of Private Markets Strategy and Products, Kohlberg Kravis Roberts & Co.