Private Markets Face Their Next Test

The Essential

Opinion: Private Markets Face Their Next Test With the SEC scrutinizing valuation practices, the industry has an opportunity to strengthen governance before regulators do it for them.

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Sponsored by Franklin Templeton Expanding Global Opportunities Beyond US Portfolios As concentration risk and policy divergence reshape markets, institutional investors are reevaluating international allocations. Explore the case for global investing, emerging market opportunities and portfolio strategies designed for a changing investment landscape.

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5th Annual Retirement Plan Advisor Summit September 29-30, 2026 | Fairmont Miramar Hotel

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Asset Managers Are Doubling Down on AI, But Data Quality is Emerging as the Real Differentiator A new survey from Clearwater shows spending continues to rise, but “the firms generating the strongest outcomes are not the ones spending the most on AI, but the ones building on data they can trust.” View Now

Former Hershey Trust Chief Leslie Lenzo Launches Advisory Firm L-Squared offers services to mission-driven organizations with “large portfolios but small investment teams that don’t have the bandwidth.” View Now SPONSORED Podcast- Back to the Future of Direct Lending: The Alpha Edge in the Traditional Middle Market View Now

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Analyst, Investments ​ Conrad N. Hilton Foundation ​ Learn More ​ Investment Analyst ​ Kamehameha Schools ​ Learn More ​ Senior Portfolio Manager – Alternative Investments (Real Estate) ​ The New Jersey Division of Investment ​ Learn More ​ Investment Officer - Private Markets ​ Indiana Public Retirement System (INPRS’) ​ Learn More ​

2026 Alternatives in Wealth Management - West September 29-30, 2026 | The Langham Huntington, Pasadena

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