SAIA Quarterly Event: 3/21/2024
Alts in 2024 - Opportunities and challenges in an evolving landscape

Dear SAIA Community, 

We are excited to host our first in-person event of the year on March 21st. We will discuss the outlook for alternatives in 2024 amidst a particularly uncertain macro-economic environment. Higher interest rates have created winners and losers within private markets.  Certain asset classes are generating strong performance and benefiting from robust fundraising activity (e.g., private credit, secondaries), while others face mounting distress and valuation uncertainty (e.g., real estate). The proverbial “soft-landing” is within reach, but at the same time, tail risks are growing with geopolitical tension seemingly higher than it has been in recent memory. We are assembling a panel of industry experts to provide expectations for the year and perspectives on various topics, including:   

• Opportunities and threats created by interest rates staying higher for longer
• Alternative investing trends that are expected to continue and those that will reverse
• Signs of a market trough and when to shift from a defensive to an opportunistic approach
• Conventional market expectations that may be incorrect 

We will soon provide additional information about the event and our panel. We look forward to seeing you at the event! 

Event Details: 

Click Here To Register

 Panel

Michael Carroll

Managing Director, Morgan Stanley

Michael Carroll is a Managing Director and Investment Committee Member with the Morgan Stanley Private Equity Solutions team. Prior to joining the firm, Michael served on the investment teams at Davidson Kempner Capital Management and Tennenbaum Capital Partners. He began his career as an investment banking analyst at J.P. Morgan. Michael received a B.B.A. with high distinction from the University of Michigan and an M.B.A. from the Wharton School of the University of Pennsylvania.

Paul Lanna

Partner, Coller Capital

Paul Lanna is a Partner responsible for origination and execution based in the United States. Prior to joining Coller Capital in 2010, Paul was a Vice President in the Investment Banking Group at EarlyBirdCapital in New York. Previously, he worked as an Associate in the TMT Investment Banking Group at Bear Stearns in New York. Paul has a BS in Chemical Engineering from Lafayette College, and an MBA from the Leonard N. Stern School of Business at New York University.

Brendan McCurdy 

Managing Director, Ares Management Corporation

Brendan McCurdy is a Managing Director and Co-Head of the Financial Advisor Solutions Team within Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Mr. McCurdy was a Senior Portfolio Manager at Partners Group in Denver, where he focused on building and managing private markets custom separate accounts and semi-liquid funds. Previously, Mr. McCurdy was the Head of International Portfolio Solutions and Head of International Product Strategy at Goldman Sachs in Chicago, New York and London. In addition, Mr. McCurdy was a Financial Advisor at Ameriprise Financial. Mr. McCurdy holds a B.A. from Hillsdale College in Finance and an M.B.A. from the University of Chicago Booth School of Business.

Moderator

Ken Pitman

Director, Mercer

We look forward to hosting you!

SAIA Board