SAIA Quarterly Event: 3/24/2026

Allocator's Roundtable: Alternatives in Portfolios 

Join the Seattle Alternative Investment Association for a technical deep dive into the evolving role of alternatives within institutional and private wealth portfolios. From the endowment model to traditional 60/40, we will examine how different types of Limited Partners are practically navigating the current investment landscape.

Topics will include:

• Expectations vs Reality: Following a decade of rapid adoption of alternative investments, we will evaluate the assumptions and expectations that drove this growth.
• Allocation Priorities: Asset classes where investors are currently looking to deploy capital, and the pockets of private markets where outperformance is still available.
• Structural Preferences: The trade-offs between traditional drawdown fund structures, co-investments, SMAs, and semi-liquid evergreen vehicles.
• Manager Selection: In an increasingly competitive fundraising environment, what makes a GP stand out?

Event Details: 

Click Here to Register

Panel:

Chris Maxey, CAIA

Managing Director, Chief Market Strategist at Wealthspire

Chris serves as Managing Director and Chief Market Strategist of Wealthspire. He joined the firm in 2018 to add depth to the investment research function, bringing expertise in portfolio construction, asset allocation, manager research and due diligence. He previously worked as a portfolio manager with both Steben & Company and Fortigent, and he has extensive experience in manager due diligence and risk management, which he now utilizes to provide tailored investment strategies to meet a broad range of client needs. He is a frequent guest on BBC, Bloomberg and other media platforms. A Northern Virginia native, Chris lives in Vienna, VA with his family.

 Danielle Pavlovic, CFA

Portfolio Manager at Progeny 3

Danielle Pavlovic joined Progeny 3, a single-family office, in 2011 and serves as Portfolio Manager for opportunistic investments. In this role, she oversees hedge fund allocations and co-investments, with a focus on thematic and dislocated market opportunities. Danielle is responsible for sourcing and evaluating new investment ideas, while managing and monitoring existing manager relationships.

Danielle was born and raised in Seattle and completed her undergraduate degree in entrepreneurship at the University of Washington Foster School of Business. She is a CFA® Charterholder.

When Danielle is not chasing after her twin boys and their little sister, she enjoys staying active, going to football games with her family, and attending as many Pacific Northwest Ballet performances as she can.

Teresa Wells, CFA

Managing Director at AlTi Tiedemann Global

In addition to managing client relationships, Teresa leads the U.S. advisory team for the West Coast and is a member of the Executive Committee for U.S. Wealth Management. She also sits on AlTi's Global Policy Committee and its Impact / ESG Committee. Her past experience includes guiding investment strategy at Threshold Group and Laird Norton Wealth Management.

Teresa is a frequent speaker, writer and moderator and is widely regarded as an expert on issues of gender equality and inclusion in the fields of finance and investing. She has been instrumental in building out the firm's Catalytic Investment Strategy and Gender Forward theory of change.

Teresa is a Chartered Financial Analyst® and a member of the CFA® Institute. She sits on the Board of Directors for Criterion Institute and the Rwanda Girls Initiative and previously served as President of the Seattle Alternative Investment Association. 

Moderator:

 

Allen Carr, CAIA

Director - Franklin Templeton Private Markets

Allen joined Franklin Templeton in February 2020 through Benefit Street Partners’ acquisition of his predecessor firm Broadstone Real Estate. He first joined the financial services industry as a Financial Advisor with Dean Witter, and over a 25 year plus span has held RIA consultant positions with Charles Schwab, JPMorgan, Northern Trust, and Deutsche Asset Management.

In his current role, Director of Alternative Investments at Franklin Templeton, he leads the alternative fundraising efforts for RIAs, MFOs & Bank Trusts in the Northwest Region, supporting strategies from Franklin Templeton's alternatives specialist managers: Benefit Street Partners (private debt & credit), Clarion Partners (real estate), and Lexington Partners (secondary PE and co-investing).

Allen earned a Master of Business Administration from McLaren Graduate School of Business at the University of San Francisco, and a Bachelor of Science from San Francisco State University. He currently holds the FINRA Series 7 and 63 licenses and earned a Fundamentals of Alternative Investments certificate from the CAIA Association.

Allen currently lives in Berkeley, CA with his wife Kristen Ann Jensen Esq., and their great pyrenees/labrador mix, Luna. In his free time, he enjoys cooking, listening to music (active supporter and subscriber to SFAZZ, KSCM, and Monterey Jazz Festival), and traveling around the world.

We look forward to hosting you!

SAIA Board