Name
Beyond the Hype: Understanding Modern Investments
Date & Time
Tuesday, February 3, 2026, 10:00 AM - 11:00 AM
Speakers
Michael Schwartzberg, Managing Partner, Winget Spadafora & Schwartzberg, LLP
Shannon Larson, SVP, Platform & Product Solutions, Osaic
Brooks Friederich, Principal Director, Investment Solutions Strategy, Envestnet
Alex Doll, Private Debt Product Strategy, Blackrock
Kevin Crowe, Senior Vice President and Head of SEI Access, SEI Investments
Shannon Larson, SVP, Platform & Product Solutions, Osaic
Brooks Friederich, Principal Director, Investment Solutions Strategy, Envestnet
Alex Doll, Private Debt Product Strategy, Blackrock
Kevin Crowe, Senior Vice President and Head of SEI Access, SEI Investments
Description
Alternative investments are everywhere—but what’s real, what’s hype and what’s next? This panel brings together industry experts to demystify the evolving landscape of modern alternatives, from private credit and real assets to digital and thematic strategies. You’ll gain clarity on the current state of the market, hear candid insights on adoption trends and walk away with practical frameworks for evaluating today’s opportunities. Whether you're skeptical or sold, this session will help you cut through the noise and sharpen your perspective.
Track Sponsored by:
Location Name
Coral 5
Full Address
Sheraton San Diego Resort
1380 Harbor Island Dr
San Diego, CA 92101
United States
1380 Harbor Island Dr
San Diego, CA 92101
United States
ORDER
5A