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CAIA Boston Presents: Private Markets in U.S. Wealth Management
Date(s):
July 22, 2026
Note: All times listed are in local time
Venue:Cerulli Associates
669 Boylston St.
Boston, MA 02116
Fee(s):Free Event
Description:Cerulli projects advisor-intermediated less than fully liquid alternative assets will nearly double in just five years. The firms that win will be the ones who crack distribution, not just product. This session unpacks where the $36 trillion affluent and mass-affluent opportunity is opening up, why HNW practices allocate 8% to alts while the average advisor sits at just 2.7%, and the exact roadmap advisors have handed managers: more liquidity, more transparency, and education that meets them where they are. From the rise of the interval fund and semi-liquid structures to model portfolios, DC plans, and the platform partnerships reshaping access, Cerulli will provide a channel-by-channel view of how alternatives are reaching the next wave of investors and what it takes to compete.
Date & Time:
Wednesday, July 22nd
5:00 - 7:00 PM
Location:
Cerulli Associates
699 Boylston St
Boston, MA., 02116
Floor 15
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Daniil Shapiro
Job Title: Director, Product Development
Organization: Cerulli Associates
Daniil is a Director in Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels. Relying on industry surveys and interviews with a wide variety of industry stakeholders, Daniil seeks to deliver insights through Cerulli’s published research, consulting engagements, and presentations. Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and publishing of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture and held risk and compliance roles at HSBC’s investment bank.
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