June 25, 2025 | 9:30 AM - 10:20 AM
Gatekeepers at the Convergence of Public and Private Markets
As asset managers continue to try to get private asset portfolios in the hands of everyday investors, new questions appear. How are major gatekeepers approaching these products? Where do they see the major risks? In which asset classes do these products make the most sense? Finally, should advisors invest their time in learning about these products, or is this a fad destined to fall by the wayside? Explore possible answers in this session.
- Private Equity
- Asset Allocation
- Investing Trends
- Breakout
- CE Credit
Speakers

Kristen Griffin
UBS
Head of Investment Manager Analysis

Sage Lincoln
Wells Fargo
Co-Head Global Manager Research

Jack Shannon
Morningstar Research Services LLC
Principal, Equity Strategies, US

Anna Snider
Bank of America
Head of Investment Selection, Chief Investment Office, Global Wealth & Investment Management