Alta Trust, an independent trust company specializing in collective investment trusts (CITs) and private market solutions, will bring together some high-profile leaders from across the industry on Nov. 17-18 in Denver for The Next Summit: Retirement & Private Markets.
“The Next Summit is about sharing experience, practical ideas, and a collective commitment to doing this the right way for plan participants.”
Altra Trust CEO Adam Ponder
With recent Trump administration-initiated regulatory actions opening the door for private market investments to be included in defined contribution (DC) plans, the opportunity is being looked at as once-in-a-generation for asset managers.
The Next Summit: Retirement & Private Markets will feature two days of insight, collaboration, and practical discussion. Hosted by Alta Trust, the event features executives and experts exploring how private market strategies are being integrated into retirement portfolios responsibly and at scale. Confirmed speakers include leaders from Apollo Global Management, Creative Planning, Franklin Templeton, J.P. Morgan, Empower, and OneDigital.
“We’ve seen firsthand what it takes to bring private markets into retirement plans,” said Adam Ponder, President and CEO of Alta Trust Company. “The Next Summit is about sharing experience, practical ideas, and a collective commitment to doing this the right way for plan participants.”
Denver area-based Alta Trust partners with asset managers, recordkeepers, and advisors to design and deliver investment structures that bring institutional-quality strategies to retirement investors. The firm has been at the forefront of integrating private markets into defined contribution plans.
Among the featured sessions on the agenda:
• Pioneering Retirement-Ready Alternatives: Apollo, LeafHouse, and Alta Trust discuss launching the first CIT with private investments.
• The Future of Retirement & Alternatives: Tony Davidow (Franklin Templeton) explores how private markets will shape tomorrow’s portfolios.
• Navigating the Legal Framework: ERISA attorneys Bruce Ashton, Fred Reish, and securities attorney Vadim Avdeychick share fiduciary guidance.
• Partnering for Growth: JP Morgan, First Eagle, and PIMCO on how managers and private market specialists are creating hybrid retirement solutions.
• Inside the CIT: Alta Trust leaders provide practical insights on designing retirement-ready funds.
The Next Summit is a forum for collaboration among retirement plan professionals, asset managers, and fiduciary partners committed to expanding responsible access to private markets. The program includes an opening reception on November 17 and a full day of sessions and networking on November 18, held at the Gaylord Rockies Resort and Conference Center. For more information, visit The Next Summit: Retirement & Private Funds.
SEE ALSO:
• Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next
• Private Markets Gain Ground in DC Plans; But Education, Legal Clarity Remain Hurdles
• SEC Working with DOL to Develop ‘Guardrails’ for Private Equity in 401(k)s