Product-Market Fit: Positioning Private Investments for Retirement Success

Space is limited.  Don't miss out!

Tuesday, November 18
Summit Rooms 8-9

Gaylord Rockies Resort & Convention Center
6700 N Gaylord Rockies Blvd
Aurora, CO 80019

About this session

As private markets take their place in defined contribution (DC) plans, success depends on thoughtful integration and design. In this session, Daniel Oldroyd of J.P. Morgan shares a practical framework for evaluating how private investments can enhance diversification, strengthen participant outcomes, and complement existing public market strategies.

Key themes include:

  • A measured approach to evaluating private investments in DC plans

  • How private markets complement public market allocations

  • Common concerns and how private strategies can align with participant needs

  • Considerations for inclusion within target date funds and other plan structures

You’ll leave with practical insights on how to evaluate, position, and integrate private investments to meet the evolving needs of retirement portfolios.

Space is limited. Don't miss out!

Meet Our Speaker

Daniel Oldroyd Follow me on LinkedIn

Managing Director - Portfolio Manager and Head of Target Date Strategies
J.P. Morgan

Choose Your Summit Experience

AdobeStock_212625104_Preview

EVENT Registration

Individual Passes
$1,799

Registration Includes:

  • Opening Reception
    Monday 5-7pm

  • All Event Sessions
    Tuesday 8am-5pm

  • Breakfast & Lunch
    Tuesday

  • Networking Dinner
    Tuesday 6pm
Register Now
AdobeStock_476023675_Preview

ASCENT Sponsorship

Sponsorship + 2 Passes
$5,000

Sponsorship Includes:

  • Brand Visibility
    Logo featured on event signage, website, and program materials.

  • Network Recognition
    Align your firm with a curated audience of decision-makers.

  • Two Full Access Passes
    Connect with plan sponsors, asset managers, and innovators shaping the retirement landscape.
Become a Sponsor
AdobeStock_195735045_Preview

APEX Featured Sponsorship

Featured Sponsor + 2 Passes
$10,000

Sponsor the Opening Reception, Lunch, or Networking Dinner
(only 2 per event)

  • Premium Brand Placement
    Prominent logo visibility on signage, website, and event materials.

  • Stage Recognition
    Opportunity to deliver Welcome Remarks at your sponsored event.

  • Exclusive Positioning
    Stand out as a featured sponsor with only two per event.

  • Two Full Access Passes
    Priority access to sessions and networking opportunities
Become a Sponsor

Attendees are responsible for booking their own travel & lodging.

gaylordrockiesresortandconventioncenter_47005246797

Gaylord Rockies Resort & Convention Center

6700 North Gaylord Rockies Blvd
Aurora, CO 80019

Nestled at the edge of Colorado’s Front Range, the Gaylord Rockies Resort offers a scenic alpine retreat with breathtaking mountain views. Conveniently located just minutes from the airport and close to Denver’s top attractions, it’s the perfect setting for your Next Summit experience. Stay on-site with fellow attendees and enjoy unparalleled networking, exceptional dining, a relaxing spa, and a water park—all just steps away from the event’s meeting spaces.

Book Your Hotel Today for Best Rates 

Attendees are responsible for their own travel & lodging for this event.