SAIA's Quarterly Event (9/14/2023):

Mastering the Mix: Sourcing Alternatives for Client Portfolios

Dear SAIA Community,

Please join us for our third event of the year on September 14th which will be co-hosted with the Chartered Alternative Investment Association’s Pacific Northwest Chapter (CAIA PNW).

In today's dynamic financial landscape, diversifying investment portfolios has become increasingly crucial. As traditional asset classes face challenges, alternative investments offer a compelling solution to enhance risk-adjusted returns and provide new avenues for growth. This panel will delve into the world of alternative investments, exploring the various ways to access asset classes such as private equity, real estate, hedge funds, venture capital, and more.

SAIA and CAIA PNW invite you to attend our panel of wealth and asset managers to explore the world of alternative assets and the ways the industry is providing access to it.

Key topics will include:

• Accessing Alternative Investments: Exploring different ways whereby clients can access alternative investments.
• Exploring various alternative asset classes: Gaining an understanding which types make the most sense for various client portfolios.
• Importance of Liquidity: Discussing how liquidity impacts access to funds, flexibility, and risk management.
• Tax Implications: Highlighting potential tax advantages, challenges, and considerations.
  

Our distinguished panel of experts, including prominent investment advisors and industry specialists, will share their experiences and best practices. You'll have the opportunity to engage in lively discussions and ask questions during the Q&A session. Please note that the attendance is limited to first 75 registrations. 

For more information and to register, please see below. We look forward to seeing you at the event!

Event Details & Registration:

Seattle, WA 98104

Open Bar & Heavy Hors-d'oeuvres Included

Click Here To Register

By registering for this joint event, the registrant consents to SAIA sharing the registrant’s name with CAIA.

Panel:

Partner & Senior PM - Freestone

Nick started his career in equity derivatives at the American Stock Exchange in 1996, where he traded a variety of listed and over-the-counter products for 8 years. He joined Freestone in 2004, and currently serves as Head of Investments, overseeing all of the firm’s Traditional and Alternative Investments.

Nick earned a BA in Economics from the University of Pennsylvania and holds the Chartered Alternative Investment Analyst (CAIA®) designation

Partner and Co-Head of Private Wealth - Partners Group

Robert Collins is Co-Head of Private Wealth, Head of Partners Group's New York Office and a member of the Global Executive Board. He leads Partners Group's US private wealth and defined contribution practice and is President, Portfolio Manager and Member of the Board of Managers of Partners Group Private Equity (Master Fund), LLC. He also chairs Partners Group (USA) Inc.'s Investment Committee. Robert joined the firm in 2005 as a member of the Private Equity investment team and has 23 years of industry experience.

Prior to joining Partners Group, he worked at UBS Warburg and Salomon Smith Barney. Robert holds an MBA from the Johnson School at Cornell University, New York, USA where he was a Roy H. Park Leadership Fellow, and a bachelor's degree from Tulane University, Louisiana, USA where he majored in economics and history. He is a CFA charterholder.

Managing Partner - Bordeaux Wealth Advisors 

Jon joined Bordeaux Wealth Advisors in January of 2020 as the Managing Partner of the Seattle office. He has nearly 30 years of financial advisory experience. During his career, he has worked with high net worth families and individuals to reach their financial goals by designing integrated financial plans and building customized investment portfolios. Prior to joining Bordeaux Wealth Advisors, Jon had senior roles as a Senior Investment Strategist with Wells Fargo Private Bank and as a Senior Manager with Deloitte & Touche.

Jon earned an M.B.A. from Wayne State University and a B.A. with a major in Finance from the University of Nebraska. He holds the Chartered Financial Analyst designation and the Certified Financial Planner designation. He is a member of the CFA Institute, the CFA Society of Seattle and the Financial Planning Association of Puget Sound. Additionally, he is an Adjunct Faculty Member at the Albers School of Business at Seattle University where he teaches graduate Finance classes.

Moderator:

Hilary Wiek, CFA, CAIA
Senior Strategist - PitchBook Data

Hilary Wiek is a Senior Strategist at PitchBook, where she leads coverage of private fund strategies and performance, publishing primary research on the alternatives space and contributing to core report development. Wiek also contributes to PitchBook’s coverage of the ESG/impact investing space.

Wiek has over 20 years of experience in asset owner, manager and advisory roles. Prior to joining PitchBook, she was the director of investments at the Saint Paul Foundation, where she handled portfolio management, impact investing, investment diligence, and investment monitoring and operations. Before that, she worked in senior positions at Segal Rogerscasey, the South Carolina Retirement Systems Investment Commission, Buckingham Financial Group, Dayton Power & Light and KeyCorp.

Wiek received a master’s degree in finance and economics from Case Western Reserve University and a bachelor’s degree in business leadership and finance from the University of Puget Sound. She is based in PitchBook’s Seattle office.

We look forward to hosting you!

SAIA Board