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ALTSSE 2026

ALTSSE is an organiser-published alternative-investment forum for investors and managers in the Southeast.

Registration details

Source: organiser public event page Retrieved:

Registration

  • LPs / qualified investorsComplimentary
  • GPs / asset managersOrganiser registration category: managers.$2,500.00
  • Service providersOrganiser registration category: service providers.$2,500.00
View registration details

About this event

ALTSSE is an education-focused alternative investment event designed to bring the investor community together for dialogue and discussion on the most relevant topics facing investors and managers today.

ALTSSE is developed and led by the CAIA Association, CFA Society North Carolina, and Markets Group, and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSSE is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, private markets, real assets, private equity, hedge funds, alternative beta strategies, and more.

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.
  • 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.
  • 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.
View organiser source

Organiser-published speakers

Featured speakers

Source: organiser public event page Retrieved:

NameSeniorityFirm / organisation
Brad BrinerTreasurerState of North Carolina
Pat McCrory74th Governor of North Carolina and 53rd Mayor of Charlotte
Bob FontanaChief Investment OfficerInvestors Trust Company
Chris OsmondChief Investment OfficerFifth Third Wealth Advisors
Dail St. ClairePresident & CEOEpiscopal Church Foundation
Nimisha SrivastavaHead of Investments, North AmericaWTW
Rael GorelickChief Investment OfficerBiltmore Family Office
Sean PoeManaging Director, Head of ResearchKey Private Bank
Tom StackManaging Director, Credit ResearchCambridge Associates
Yulia AlekseevaHead of Fixed Income and AlternativesMissionSquare

Event location

Alternative Investment Forum Charlotte

JW Marriott Charlotte
600 S College St
NC
Charlotte
28202
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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