2025 MMI Alternative Investments Forum

The MMI Alternative Investments Forum brings together stakeholders from across the alternative investment ecosystem to unpack the current landscape, examine emerging product and distribution trends, and discuss what advisors and clients are looking for in today’s market and economic environment. 

An all-star lineup of industry professionals will unpack such timely topics as: 

• The next era of product solutions
• Inclusion of private alternatives in model portfolios
• Navigating private markets—strategic asset allocation and portfolio construction
• Alternative investments in defined contribution plans
• How service providers drive the client experience
• Regulatory developments in alternative investments

Investment management partners Christine Lombardo and Steve Stone will speak on the panel Regulatory Developments in Alternative Investments. This panel will discuss the different approaches to offering alternatives in managed accounts and the corresponding regulatory requirements, navigating allocation and reallocation issues given limits on investment and redemption windows, evolving SEC guidance under the Marketing Rule on performance calculation and presentation, and state minimum net worth and concentration issues for certain alternatives subject to state regulation.