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

Image of Kristen Griffin

Kristen Griffin

UBS

Head of Investment Manager Analysis

Image of Sage Lincoln

Sage Lincoln

Wells Fargo

Co-Head Global Manager Research

Image of Jack Shannon

Jack Shannon

Morningstar Research Services LLC

Principal, Equity Strategies, US

Image of Anna Snider

Anna Snider

Bank of America

Head of Investment Selection, Chief Investment Office, Global Wealth & Investment Management