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CAIA Atlanta and Ares present All Aboard: Exploring Investment Vehicles for Every Journey
Date(s):
October 30, 2024
Note: All times listed are in local time
Venue:Indie Studios
190 Ottley Dr NE
Atlanta, GA 30324
Fee(s):Free Event
Description:
All Aboard! Which Investment Vehicle is the Right One?
Accessing alternatives at lower investment minimums has become much easier and cost-effective due to changing regulations and technological innovations. This is especially important for high-net-worth individuals and their accompanying wealth managers, who are currently underexposed to private investments. The next two decades will see significant AUM growth from these investors into private equity, private credit, and venture capital.
Join CAIA Atlanta, Ares Wealth Management, Clifford Chance and GeoWealth, as we discuss the advantages and challenges of closed-end funds vs. interval funds vs. Business Development Corporations. Discussion points will cover investor eligibility, fees, liquidity restrictions, and performance calculations – all critical for investment managers and investors to consider.
Before we “unpack” all of this great content, pack your bags for a game of “Ticket to Ride.” This will be CAIA’s vehicle of choice to start an enjoyable afternoon of networking and education. Groups of 5-6 will engage with some competitive play for about 45 minutes. Winners in each group will get to keep their board game. We will then “roll” into a panel discussion about Investment Vehicles, with drinks and food to follow.
Date & Time:
Wednesday, October 30th
Time: 4:00 - 7 PM
Agenda: 4:00 Arrival 4:30pm Ticket to Ride Competition
5:15pm Panel Discussion
6pm Networking
Location:
Indie Studios
190 Ottley Dr NE,
Atlanta, GA 30324
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Vadim is a Partner at Clifford Chance, where he advises business development companies (BDCs), mutual funds, closed-end funds, exchange-traded funds (ETFs), hedge funds, and their investment advisers on the full range of investment management matters. His experience spans the formation and operation of registered investment companies, alternative fund structures, fund governance, regulatory issues involving public and private funds, ERISA and investment company status issues and exemptions. Before Clifford Chance, Vadim worked for Paul Hastings, PIMCO, and Willkie Farr & Gallagher in various legal capacities as an attorney.
Carlin is a Managing Director and Co-Head of the Financial Advisor Solutions Team at Ares Wealth Management. Before Ares, Carlin worked at Mercer Investments and Goldman Sachs, focusing on the strategy, construction and implementation of multi-asset portfolios for institutional clients.
Jonathan joined Homrich Berg in October 2023 and is currently a Director within the Investment department where he leads the diligence efforts for private equity and private credit opportunities for our clients. HB has invested across the spectrum of strategies within both asset classes including buyouts, growth equity, direct lending, distressed, and niche strategies.
Before joining HB, Jonathan was a Vice President in Callan’s alternatives consulting group where he consulted with the firm’s institutional clients about all aspects of their private market programs. Prior to Callan, he served in the investments department at Southern Company, where he focused on investments across asset classes for the company’s pension plan and charitable foundations.
Jonathan received his B.B.A. in Finance from the University of Georgia where he graduated magna cum laude.
In his free time, Jonathan enjoys mountain biking in North Georgia and spending time with his wife and son.
Andres is a Financial Advisor and Head of Alternative Investments at Gramercy Park. Before Gramercy Park, Andres spent 15 years working across numerous private market asset classes. He is the host and creator of two successful podcasts, ATLalts and Asset Backed. ATLalts provides education on alternative investments geared towards the wealth management and family office channels. Asset Backed explores the $20 trillion asset-backed finance market, the next frontier in private credit. He is the President and a Board Member of SEAFA (www.theseafa.com).
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