PE & VC Group: Access to alternative private markets
Tuesday 1 February, 17:30 – 18:30 online
Rapid change is occurring across the wealth management landscape and in particular for alternative products. As with other industries, much of that transformation is being led by technological innovation. We will examine broadening access to alternative private markets through digitalisation in this session.
We welcome speakers from a digital disruptor and fintech, TitanBay, the financial and private wealth advisor, Mercer, the private wealth manager, Plurimi and investment management firm, Isomer.
Adam Harrison is Chief Commercial Officer at Titanbay where he leads the investor relations, partnerships, and marketing teams, globally. Previously, Adam spent 18 months raising more than $1bn for World Golf Group and was a Managing Director at Capital Group where he developed their intermediary channel for global financial institutions. Prior to this, Adam held positions at Standard Life Investments, Banque Syz, and ABN Amro, and has a BSc in Finance from the University of Southampton.
Nick Rosenblatt is the Wealth Management Proposition Leader at Mercer. He has more than 20 years of financial services experience, including senior positions at Russell Investments and Merrill Lynch Investment Managers. Nick graduated from the University of Oxford.
Martin Ash is a Partner and Managing Director at Plurimi Wealth – a UK-based wealth manager. Previously, Martin was a Director at Credit Suisse, having been a Vice-President at Morgan Stanley prior. Martin started his career at AllianceBernstein, is a CFA charterholder, and a Durham University graduate.
Thomas Schneider is a Partner at Isomer with 15 years of experience in the asset management industry and more recently as an entrepreneur developing companies in Italy. He was responsible for the Southern European business of Russell Investments, where he developed investment solutions for some of the most important financial institutions in Europe. Thomas holds degrees from Université Paris IX-Dauphine and Paris V – Descartes.
Moderator: Chloé Lavedrine (MBA 09D), is Managing Director at Centerbridge. She joined Centerbridge in 2014 and focuses on the firms marketing and fundraising efforts, as well as investor relations activities. Prior to joining Centerbridge, Chloé was a Principal in the Investor Relations team at KKR. Prior to KKR, she was an Assistant Vice President at GIC Pte. Ltd in its real estate private equity investment team. Chloé started her career as an analyst at Goldman Sachs International in its Real Estate Banking group, where she was involved in a number of pan-European Merger, Acquisition and Structured Finance transactions.