Katie Truscott Dow’s Post

Finishing up a productive week at the annual Milken Institute Global Conference in California. It was an honor to participate in a panel discussion on the significant changes we’ve seen in asset management over the past few years, and what they mean for our business moving forward. My thanks to fellow panelists Kamal Bhatia from Principal Asset Management, Dan Bienvenue, CFA, CAIA from CalPERS, Katie Koch from The TCW Group, Tony Minella from Eldridge, and our moderator, Matt Brown from CAIS. I truly enjoyed our conversation and the opportunity to share and compare insights on the issues affecting our business.   From the generational amount of cash still sitting on the sidelines, to the rise of alternatives from being the subject of a mostly academic exercise to one that carries significant urgency for investors today, it was a privilege to share my thoughts and those of our clients on such an important stage. Milken offers a unique opportunity for our industry to talk openly about the challenges we face and opportunities we see in serving those who entrust us with their financial futures. And a conference like Milken reminds me of two fundamental truths that guide our firm through all market cycles and environments: access is what drives alpha for investors so it’s our job to find more ways to provide them with more of it, and if we focus on the things we can control and the fundamentals of what we do – investment excellence and world-class service for our clients – then we’ll be ready for volatile and uncertain market conditions. #MIGlobal

Don’t miss next week’s live webinar with Resolute Investment Managers and American Beacon Advisors sub-advisor AHL Partners LLP (Man AHL) of Man Group. Join us on Tuesday, May 7, at 12:00 p.m. ET as AHL Chief Investment Officer Russell Korgaonkar examines how improvements in technology and data have made artificial intelligence a must-have in a manager’s toolkit, and discusses the outlook for managed futures. Register here: https://ow.ly/na0k50RmFSe #ManagedFutures #TrendFollowing

Don’t miss next week’s live webinar with Resolute Investment Managers and American Beacon Advisors sub-advisor AHL Partners LLP (Man AHL) of Man Group. Join us on Tuesday, May 7, at 12:00 p.m. ET as AHL Chief Investment Officer Russell Korgaonkar examines how improvements in technology and data have made artificial intelligence a must-have in a manager’s toolkit, and discusses the outlook for managed futures. Register here: https://ow.ly/VJ0M50RmFJv #ManagedFutures #TrendFollowing

Don’t miss next week’s live webinar with Resolute Investment Managers and American Beacon Advisors sub-advisor AHL Partners LLP (Man AHL) of Man Group. Join us on Tuesday, May 7, at 12:00 p.m. ET as AHL Chief Investment Officer Russell Korgaonkar examines how improvements in technology and data have made artificial intelligence a must-have in a manager’s toolkit, and discusses the outlook for managed futures. Register here: https://ow.ly/Yjfl50RmFKf #ManagedFutures #TrendFollowing

Don’t miss next week’s live webinar with Resolute Investment Managers and American Beacon Advisors sub-advisor AHL Partners LLP (Man AHL) of Man Group. Join us on Tuesday, May 7, at 12:00 p.m. ET as AHL Chief Investment Officer Russell Korgaonkar examines how improvements in technology and data have made artificial intelligence a must-have in a manager’s toolkit, and discusses the outlook for managed futures. Register here: https://ow.ly/SELw50RmGSE #ManagedFutures #TrendFollowing

Don’t miss next week’s live webinar with Resolute Investment Managers and American Beacon Advisors sub-advisor AHL Partners LLP (Man AHL) of Man Group. Join us on Tuesday, May 7, at 12:00 p.m. ET as AHL Chief Investment Officer Russell Korgaonkar examines how improvements in technology and data have made artificial intelligence a must-have in a manager’s toolkit, and discusses the outlook for managed futures. Register here: https://ow.ly/lo4q50RmFJK #ManagedFutures #TrendFollowing

Expand your investor base into Europe with expert insights! 🌍 Join our webinar with Latham & Watkins, and Elvinger Hoss Prussen from 12 pm - 1 pm EST: https://okt.to/PV87RU Learn how to successfully unlock European capital and navigate a backdrop of shifting regulatory developments.

Don’t miss next week’s live webinar with Resolute Investment Managers and American Beacon Advisors sub-advisor AHL Partners LLP (Man AHL) of Man Group. Join us on Tuesday, May 7, at 12:00 p.m. ET as AHL Chief Investment Officer Russell Korgaonkar examines how improvements in technology and data have made artificial intelligence a must-have in a manager’s toolkit, and discusses the outlook for managed futures. Register here: https://ow.ly/OlkR50RmFTl #ManagedFutures #TrendFollowing

Read the latest issue of Beyond 60/40 where we highlight alternative investments research and insights from industry leaders, including Brookfield Oaktree Wealth Solutions, Institutional Investor, Pantheon, and Nuveen, a TIAA company. https://lnkd.in/eYd377is

We look forward to seeing you May 1-3 in Washington, DC for the Institute for Portfolio Alternatives's IPASummit 2024 Hill Day and Due Diligence Symposium! We’re excited to participate in one of the year’s premier events for the alternative investments industry. The symposium will bring regulators, policymakers, and Congressional leaders to speak on key issues impacting our industry. Carly Hoeler, CPA Josh Rubinger Bruce Sumner Bart Malcom Lindsay Carey Mark Q. Fuentes #AlternativeInvestments #WealthManagement #RIA #FinancialAdvisors #InvestmentManagement  #Ashford #DueDiligence #IPASummit