Allocate Alts Day
Alts Day is an exclusive 1.5-day in-person forum designed for a curated group of leading RIAs and financial institutions, centered around real-world strategies, insights, and frameworks to build and scale alternatives programs. This gathering brings together peers, fund managers, and platform experts to explore the evolving role of alternatives in client portfolios and best practices that deepen client impact.
Allocate is thrilled to host its inaugural Alts Day
location
dates
Monday, September 29, 2025 - Tuesday, September 30, 2025
2025 Featured Speakers
Join us as leading institutional investors and allocators explore how alternative investments are evolving—and why access alone is no longer sufficient. From constructing diversified portfolios and understanding buyout strategies across market caps, to navigating liquidity solutions and income innovation, this conversation will highlight the nuanced tools shaping alternative allocations today. Topics include co-investments, private credit, real estate strategies, and how venture and growth equity managers drive value through company maturation.
Andrew
Chen
General Partner
Andreessen Horowitz
Angela
Sibley
Partner, Investor Relations
Lightspeed Venture Partners
Anna-Marie
Allander Lieb
Exec. Managing Director, CRE Investment
Crowd Street
Ben
Mahdavi
Co-Founder & Managing Partner
Quiet Capital
Christine
Leong Connors
Co-Founder & CEO
Verita Strategic Wealth Partners
David
Wanek
Investment Partner, CEO
Western Technology Investment
Eric
Patterson
CIO
Three Bell Capital
Garrett
Hall
Partner
Leonard Green & Partners
Gaurav
Mathur
Partner
Pinegrove Capital Partners
Howard
Shams
CEO
Parabellum Capital
John-Austin
Saviano
Founder & Managing Partner
High Country Advisors
Josh
Klinefelter
Partner
Aurora Capital Partners
Juliet
Zawedde
Head of Strategic Partnerships, Chief Product Officer, VistaOne
Vista Equity Partners
Kelly
Coffey
Co-Founder & Executive Chair
Verita Strategic Wealth Partners
Michael
Sidgmore
Co-Founder & Partner
Broadhaven Ventures
Neil
Malik
Founder & CEO
K1
Pranav Singhvi
Managing Director, Investment Team
General Catalyst
Shahin
Farshchi, PhD
Partner
Lux Capital
Stevie
Clements
CMO
CAVU Consumer Partners
Wes
Whitman
Co-Founder & Co-Managing Partner
Whitman Peterson
Win Chevapravatdumrong
Partner & Head of Legal
M13
Allocate is building the operating system for private markets, offering curated alternative investment opportunities, institutional-grade infrastructure, and intuitive tools for RIAs, family offices, and private market investors.
Our platform streamlines discovery, access, and management of top-tier private funds, while delivering transparency and efficiency. Join a community of forward-thinking investors and experience seamless participation in private markets — all within a single, integrated platform.
Learn About Allocate
Our platform streamlines discovery, access, and management of top-tier private funds, while delivering transparency and efficiency. Join a community of forward-thinking investors and experience seamless participation in private markets — all within a single, integrated platform.
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Program Agenda
Alternatives are quickly becoming a core part of how top firms grow, retain clients, and differentiate. Despite increasing demand — particularly from next-generation clients — only 30% of wealth firms offer structured, programmatic alternatives platforms.
Those that do are seeing measurable results: firms with robust alternatives offerings grow 2–5% faster per year than those that offer alts opportunistically or not at all.
But meaningful insights — grounded in real-world experience — are rare. Allocate Alts Day goes beyond panels and presentations. It’s a closed-door forum designed for candid discussion, shared challenges, and proven strategies from leaders actively building in the space.
Those that do are seeing measurable results: firms with robust alternatives offerings grow 2–5% faster per year than those that offer alts opportunistically or not at all.
But meaningful insights — grounded in real-world experience — are rare. Allocate Alts Day goes beyond panels and presentations. It’s a closed-door forum designed for candid discussion, shared challenges, and proven strategies from leaders actively building in the space.
September 29, 2025
5:30 pm - 8:00 pm
Welcome Reception
Private Residence of Paris Hilton and Carter Reum
September 30, 2025
8:30 am - 9:15 am
Breakfast
9:15 am - 10:30 am
Mainstage Programming
10:30 am - 11:00 am
Coffee Break
11:00 am - 11:45 am
Breakout Sessions
12:00 pm - 12:45 pm
Mainstage Programming
12:45 pm - 1:45 pm
Lunch & Network
2:00 pm - 2:45 pm
Mainstage Programming
3:00 pm - 3:45 pm
Breakout Sessions
3:45 pm - 4:00 pm
Closing Remarks
4:15 pm - 5:30 pm
Closing Reception
Mainstage Sessions
topics
- Private Wealth at an Inflection Point: Designing the Future of Client Experience and Stewardship
Christine Leong Connors, Co-Founder & CEO at Verita Strategic Wealth Partners
Kelly Coffey, Co-Founder & Executive Chair at Verita Strategic Wealth Partners - Inside the CIO’s Mind: Building Alternatives Portfolios That Endure
John-Austin Saviano, Founder & Managing Partner at High Country Advisors - Inside the Buyout Playbook: Lessons from the Field
Neil Malik, Founder & CEO at K1
Breakout Sessions
MORNING topics
- Company Formation & Maturation: The Different Approaches to Value Creation in Venture Capital & Growth Equity
Andrew Chen, General Partner at Andreessen Horowitz
Stevie Clements, CMO at CAVU Consumer Partners
Win Chevapravatdumrong, Partner & Head of Legal at M13 - Demystifying Co-Investments: The What, Why & How
Angela Sibley, Partner, Investor Relations at Lightspeed Ventures
Ben Mahdavi, Co-Founder & Managing Partner at Quiet Capital
Shahin Farshchi, PhD, Partner at Lux Capital - Beyond the Alternative: Finding Opportunity in Niche Alternative Strategies
Howard Shams, CEO at Parabellum Capital
Wes Whitman, Co-Founder & Co-Managing Partner at Whitman Peterson
afternoon topics
- Future of Alternatives in Private Wealth
Anna-Marie Allander Lieb, Executive Managing Director, CRE Investment at Crowd Street
Juliet Zawedde, Head of Strategic Partnerships, Chief Product Officer of VistaOne at Vista Equity Partners
Eric Patterson, Co-Founder & CIO at Three Bell Capital
Michael Sidgmore, Partner & Co-Founder at Broadhaven Ventures - Alternative Ways to Access Innovation
Gaurav Mathur, General Partner at Pinegrove Capital Partners
David Wanek, Investment Partner, CEO at Western Technology Investment
Pranav Singhvi, Managing Director, Investment Team at General Catalyst - Evolution of Private Equity & Liquidity Solutions
Garrett Hall, Partner at Leonard Green & Partners
Josh Klinefelter, Partner at Aurora Capital Partners
Thank you to our 2025 Sponsors
INTERESTED IN PARTNERING WITH US?
Contact community@allocate.co for details and partnership packages
Frequently Asked Questions
Which airport should I fly into?
What are my options for ground transportation?
What can I expect for weather conditions?
What is the dress code?
FOR MORE INFORMATION PLEASE CONTACT OUR TEAM AT altsday@allocate.co
