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Allocator Retreat Series – Portsmouth 2026

Markets Group publishes this Portsmouth allocator retreat as a focused alternative-investment gathering.

Alternative investmentsInstitutional allocationPrivate markets

About this event

The Allocator Retreat is a premier, in-person gathering designed exclusively for investors and leaders in alternative investments and private markets . More than a conference, it’s a three-day retreat experience that blends education, high-level discussions, and strategic networking with the feel of a professional getaway.

Held in a destination setting, the Retreat combines allocator-led content , curated management discussions , and expert panels with opportunities to connect through structured one-on-one meetings, small group roundtables, and social events. Attendees gain actionable insights into the evolving landscape of private markets —while building lasting relationships in a relaxed, retreat-style environment.

Whether you’re looking to deepen your expertise in alternative investing , expand your professional network, or step back from the day-to-day to focus on strategy, the Allocator Retreat provides a unique setting where investors and industry leaders come together to exchange ideas, foster partnerships, and shape the future of private markets.

Source: organiser materials

Key discussion topics

  • NEXT BEST MOVE IN ALTERNATIVESAs the controversy around alternatives carries on, investors voice the opportunity in cash and fixed income investment strategies.
  • INSTITUTIONAL PORTFOLIO CONSTRUCTIONDiscussing hedge fund manager selection, addressing over-diversification mistakes and understanding both the art and science of developing a successful portfolio for pensions, endowments and foundations.
  • MACROECONOMICS & GLOBAL TRENDSComparing and contrasting global macro conditions and investment performance.
  • GROWING OPPORTUNITIES IN PRIVATE DEBTAsset owners aim to get in on the opportunities in private debt and credit and are increasingly looking at impact investing as an alternative.
  • HEDGE FUND INVESTMENT STRATEGIESCreating a dialogue around the opportunities in this volatile market through credit investing, long/short equity, market neutral, global macro, convertible arbitrage and liquid alternatives.
  • PRIVATE WEALTH & HEDGE FUNDSAs hedge funds continue to be important to family offices, wealth managers and private banks, investors will discuss the rise in their allocation.
View organiser source

Organiser-published speakers

Featured speakers

Source: organiser public event page Retrieved:

NameSeniorityFirm / organisation
Anthony MartinezPartnerMercer
Brian WaldnerSenior Portfolio Strategist, Family Office ServicesEP Wealth Advisors
Elizabeth CaldasDeputy Chief Investment OfficerState of Rhode Island
Gina SanchezChief Investment OfficerChantico Global
Jeremy HeerManaging Director, Investment Research and EngagementUniversity of Illinois Foundation
Ranjeet GuptaraManaging DirectorSagePoint Capital Partners
Shari HensrudChief Investment OfficerMissionSquare Retirement

Event location

ALTS Allocators Retreat Series

Wentworth by the Sea
588 Wentworth Rd
New Hampshire
New Castle
03854
United States
View venue details

Preparation Templates.

Information source: Event facts and organiser-published details are based on public information last checked on . Dates, venue, availability and programmes can change; confirm them with the organiser before making plans.

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