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Invest Like A Billionaire (IB2023)

Accretive Wealth proudly presents an investment seminar for HNW individuals, highlighting private investments with global asset managers!

Saturday, February 11th | 8:00 AM - 4:00 PM

Signia by Hilton | 170 S Market St, San Jose

Investment Managers Presenting

PRESENTERS

Apollo | BlackRock | The Carlyle Group | Goldman Sachs | 

Hamilton Lane | Blue Owl | Marathon Asset Management | CNL |

Sealy & Co. | Shopoff Realty | Stonecrest | Monroe Capital

Speaker Line-Up

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Cory D. Calvert
Head of US Global WM
Apollo

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Torsten Slok
Chief Economist
Apollo

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Muhammad Gazi
Principal, Global WM
Apollo

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Mark Kinnish, CFA
Alternatives Market Leader
BlackRock

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Tom Dharte
Director
BlackRock

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Keon Reed
Director
BlackRock

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David Henry
Principal
BlueOwl

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Jeremy Lee
Principal
BlueOwl

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Thomas M. Hennigan
Chief Operating Officer
Carlyle Group

Paul Drury
Sr. Managing Director
CNL Strategic Capital

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Francesca Adamski
Vice President
Goldman Sachs

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Josh Vail
Managing Director 
Hamilton Lane

Jason Friedman
Partner 
Marathon Asset Management

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Mick Solimene
Managing Director
Monroe Capital

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Kerry W. Peoples
Sr. Vice President
Sealy Investment Securities

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Daniel Oschin
Chief Strategy Officer
Shopoff Realty

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Shafiq Taymuree
Executive Vice President
Stonecrest

Videos

Private Equity: How do Private Equity firms make money?

Private Equity: What are Secondaries and why invest in them?

Private Equity: Evergreen Private Equity funds

Private Real Estate: How is Real Estate expected to perform in the next 3-5 years?

Private Debt: Why Invest in Direct Lending?

Asset Backed Lending and Opportunistic Lending

Asset Allocation: What is the most optimal Asset Allocation?

IB2023 - Speaker Line-Up

IB2023 - Teaser

IB2023 - Faraz Sattar

IB2023 - Rizwan Ibrahim

IB2023 - Tej Anand

Registration and Breakfast
Welcome Address by Faraz Sattar
Current Economic Update

EQUITY
How do Private Equity firms make money?
What are Secondaries and why invest in them?
Evergreen Private Equity Funds: Investment & Liquidity

REAL ASSETS
How is Real Estate expected to perform in the next 3-5 years?
Diversified Real Estate Funds: Investment & Liquidity

- LUNCH -

DEBT
Why invest in Direct Lending?
Is Asset Backed Lending and Opportunistic Credit the right approach in current market conditions?

ASSET ALLOCATION
What is the most optimal Asset Allocation in today's environment?
Concluding Remarks by Faraz Sattar
 

Agenda

Sponsors

PLATINUM

APOLLO   |   BLACKROCK

GOLD

BLUE OWL   |   HAMILTON LANE

SILVER

THE CARLYLE GROUP   |   CNL   |   GOLDMAN SACHS  |   MARATHON   |   MONROE CAPITAL   |   SEALY & CO.   |    SHOPOFF   |   STONECREST |  EQUITY ADVISOR SOLUTIONS

Contact

Contact Us

12657 Alcosta Boulevard, Suite 150

San Ramon, California 94583

(925) 365-1347

info@accretivewealth.com

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