One of the most effective ways for traditional asset managers to participate in the private markets trend is through partnerships—with alternative managers, trustees, and recordkeepers. This session examines real-world examples of collaboration that have allowed firms to expand their offerings without reinventing their entire business model.
We’ll cover:
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How public-market managers are co-manufacturing CITs with private-market specialists
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Custody, administration, and recordkeeper integration challenges
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Fee-sharing, governance, and branding considerations
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Liquidity considerations and overall impacts
Designed for asset managers and service providers, this session provides the practical playbook for bringing alternatives into retirement plans—not just in theory, but in practice.
