#United States #Denver #private markets #Alta Trust #Pension Plans

The Next Summit: Retirement & Private Markets

On November 17-18, 2025, Denver will host a landmark event titled The Next Summit: Retirement & Private Markets, organized by Alta Trust. This gathering represents a significant evolution in how defined contribution (DC) plans are integrating access to private markets, creating unprecedented opportunities for asset managers and retirement plan participants alike.

The Importance of the Summit

The summit aims to bring together key figures from the finance and retirement sectors, including leaders, executives, and experts who will delve into ways to responsibly and effectively incorporate private market strategies into retirement portfolios. With confirmed speakers from prominent firms such as Apollo Global Management, Franklin Templeton, and J.P. Morgan, attendees can expect rich discussions filled with insights and practical ideas.
Adam Ponder, the President and CEO of Alta Trust, emphasized the transformative nature of this event: “We've seen firsthand what it takes to bring private markets into retirement plans. The Next Summit is about sharing experience, practical ideas, and a collective commitment to doing this the right way for plan participants.”

Featured Sessions

The summit's lineup of sessions is tailored to cover critical topics pertaining to the integration of private investments in the retirement landscape. Some highlighted discussions include:

• - Pioneering Retirement-Ready Alternatives: A session where executives from Apollo, LeafHouse, and Alta Trust will discuss the launch of the first CIT with private investments, showcasing innovative approaches to investment strategies.
• - The Future of Retirement Alternatives: Tony Davidow from Franklin Templeton will lead a session on how private markets can shape and redefine investment portfolios for future retirees.
• - Navigating the Legal Framework: Legal experts will provide invaluable fiduciary guidance tailored for the incorporation of private markets in retirement plans.
• - Partnering for Growth: This session will focus on partnerships between traditional asset managers and private market specialists to create hybrid retirement solutions aimed at maximizing growth and accessibility for participants.
• - Inside the CIT: Leaders from Alta Trust will shed light on how to design retirement-ready funds that integrate private investments effectively.

Networking and Collaboration

The Next Summit will not only provide a platform for these enlightening sessions but will also enable professionals throughout the retirement industry—including asset managers, fiduciaries, and plan advisors—to network and forge collaborations that promote best practices in accessing private market investments.
The event will commence with an opening reception on the evening of November 17, providing attendees a chance to connect before diving into the robust agenda planned for the following day.

Conclusion

In conclusion, The Next Summit is poised to be a pivotal event for those involved in retirement planning and asset management. As Alta Trust takes the lead in addressing the integration of private markets, the insights gained at this summit will inform strategies for years to come. For more information on registration and the event schedule, please visit the Alta Trust website. Prepare to engage in a dialogue that could reshape the future of retirement investment strategies!