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The Essential

Opinion: Private Markets Face Their Next Test

With the SEC scrutinizing valuation practices, the industry has an opportunity to strengthen governance before regulators do it for them.

Sponsored by Franklin Templeton


Expanding Global Opportunities Beyond US Portfolios


As concentration risk and policy divergence reshape markets, institutional investors are reevaluating international allocations. Explore the case for global investing, emerging market opportunities and portfolio strategies designed for a changing investment landscape.

5th Annual Retirement Plan Advisor Summit

September 29-30, 2026 | Fairmont Miramar Hotel

Asset Managers Are Doubling Down on AI, But Data Quality is Emerging as the Real Differentiator

A new survey from Clearwater shows spending continues to rise, but “the firms generating the strongest outcomes are not the ones spending the most on AI, but the ones building on data they can trust.”

Sponsored

Podcast- Back to the Future of Direct Lending: The Alpha Edge in the Traditional Middle Market

Former Hershey Trust Chief Leslie Lenzo Launches Advisory Firm

L-Squared offers services to mission-driven organizations with “large portfolios but small investment teams that don’t have the bandwidth.”

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Job Board – For Investors Only

Chief Investment Officer (CIO) - Office of the Treasurer & Tax Collector

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City and County of San Francisco

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Investment Officer (Private Equity), P3

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United Nations Joint Staff Pension Fund (UNJSPF)

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Director, Pension Accounting and Reporting-Hybrid Schedule

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Columbia University

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Institutional Investment Consulting Associate

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Mercer

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Alternatives in Wealth Management Forum | West Coast

September 29-30, 2026 | The Langham Huntington

1270 Avenue of the Americas, Suite 1100

New York, NY 10020

 

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