Invest Like A Billionaire (IB2023)

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

Saturday, February 11th | 8:00 AM - 4:00 PM

Signia by Hilton | 170 S Market St, San Jose

RESERVE YOUR SPACE

Investment Managers Presenting

PRESENTERS

Apollo | BlackRock | The Carlyle Group | Goldman Sachs |

Hamilton Lane | Blue Owl | Marathon Asset Management | CNL |

Sealy & Co. | Shopoff Realty | Stonecrest | Monroe Capital

Speaker Line-Up

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Cory D. Calvert
Head of US Global WM
Apollo

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Muhammad Gazi
Principal, Global WM
Apollo

Mark Kinnish, CFA
Alternatives Market Leader
BlackRock

Tom Dharte
Director
BlackRock

Torsten Slok
Chief Economist
Apollo

Keon Reed
Director
BlackRock

Thomas M. Hennigan
Chief Operating Officer
Carlyle Group

Paul Drury
Sr. Managing Director
CNL Strategic Capital

Josh Vail
Managing Director
Hamilton Lane

Jason Friedman
Partner
Marathon Asset Management

Mick Solimene
Managing Director
Monroe Capital

Kerry W. Peoples
Sr. Vice President
Sealy Investment Securities

Daniel Oschin
Chief Strategy Officer
Shopoff Realty

Shafiq Taymuree
Executive Vice President
Stonecrest

Videos

IB2023 - Teaser

IB2023 - Faraz Sattar

IB2023 - Rizwan Ibrahim

IB2023 - Tej Anand

Registration and Breakfast
Welcome Address by Faraz Sattar
Current Economic Update

- BREAK -

EQUITY
How do Private Equity firms make money?
What are Secondaries and why invest in them?
Evergreen Private Equity Funds: Investment & Liquidity

REAL ASSETS
How is Real Estate expected to perform in the next 3-5 years?
Diversified Real Estate Funds: Investment & Liquidity

- LUNCH -

DEBT
Why invest in Direct Lending?
Is Asset Backed Lending and Opportunistic Credit the right approach in current market conditions?

- BREAK -

ASSET ALLOCATION
What is the most optimal Asset Allocation in today's environment?
Concluding Remarks by Faraz Sattar

Agenda

PLATINUM

APOLLO | BLACKROCK

GOLD

BLUE OWL | HAMILTON LANE

SILVER

THE CARLYLE GROUP | CNL | GOLDMAN SACHS | MARATHON | MONROE CAPITAL | SEALY & CO. | SHOPOFF | STONECREST

Contact

Contact Us

12657 Alcosta Boulevard, Suite 150

San Ramon, California 94583

(925) 365-1347

info@accretivewealth.com