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Invest Like A Billionaire (IB2024)

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

Saturday, February 3rd | 8:00 AM - 2:00 PM

Signia by Hilton | 170 S Market St, San Jose

Investment Managers Presenting

PRESENTERS

Apollo |  Ares | CAISThe Carlyle Group

Goldman Sachs | Hamilton Lane  KKR | iCapital

Speaker Line-Up

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Steve Beckett
Director
APOLLO

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Michael Aiken
Vice President
THE CARLYLE GROUP

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Austin Neri
Vice President
GOLDMAN SACHS

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Keith Brittain
Managing Director
HAMILTON LANE

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Chris Kuster
Principal
KKR 

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Stephen Morello
Principal
KKR

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Kunal Shah
Managing Director
ICAPITAL

Videos

IB2024 - Tej Anand

IB2024 - Teaser

Agenda

REGISTRATION AND BREAKFAST

Welcome Address

Economic/Market Outlook & Portfolio Repositioning: Out with the Old and In with the new

Presented by: Brendan McCurdy, Ares 

How to take advantage of Private market opportunities?
Presented by: Kunal Shah, iCapital

BREAK

    Why Invest in Private Equity Interval Funds? 
Panelists: Steve Beckett (Apollo), Keith Brittain (Hamilton Lane), Stephen Morello (KKR)
Moderated by Faraz Sattar

Golden Era of Direct Lending
Panelists: Steve Beckett (Apollo), Austin Neri (Goldman Sachs), Brendan McCurdy (Ares), Michael Aiken (Carlyle) 
Moderated by Rizwan Ibrahim


BREAK

Why Infrastructure now?

Panelists: Steve Beckett (Apollo) and Chris Kuster (KKR)

Moderated by Rizwan Ibrahim


Breakout Session 1

Breakout Session 2

Asset Allocation Workshop

LUNCH

Contact

Contact Us

12657 Alcosta Boulevard, Suite 150

San Ramon, California 94583

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