Unlock private market wealth. Learn to effectively distribute private capital and build lucrative wealth solutions for individual investors.
How does a legacy private capital partnership who has thrived solely in the institutional drawdown LP ecosystem assemble the apparatus to begin distributing those strategies to individual investors?
When client acquisition and conversations, investor sophistication, product design, culture, operational support, etc., are all fundamentally different...where do they start in this overhaul?
What challenges and pitfalls have they experienced along the way? What battle scars and advice can they share with others who are considering the same or in the early stages themselves?
Join us as we draw a blueprint in a very applied and practical manner.
Chartered Alternative Investment Analyst Association
CAIA Association is a global network of forward-thinking investment professionals, redefining the future of capital allocation in a world where traditional and alternative investments are converging at an unprecedented pace. United by a commitment to improving investment outcomes, we lead with authority, educate to inspire, and connect people who turn insight into action. CAIA Association creates dynamic and captivating learning experiences designed to engage investment professionals at every level. Its programs – the CAIA Charter and the CAIA.nxt™ platform – offer critical levels of access to a comprehensive curriculum that equips the investment community with the skills and knowledge needed to build modern portfolios. CAIA Association is a global member-driven community of more than 14,000 professionals, united by a shared commitment to improving investment outcomes and building a more aligned, principled capital market system.
Managing Director–Partner and Head of Global Wealth, Carlyle
Shane Clifford is a Managing Director–Partner and Head of Global Wealth at Carlyle. He is based in New York. He is also a member of Carlyle’s Leadership Committee. He has over 20 years of industry experience leading business development and strategy for large alternative assets and financial services firms. Prior to joining Carlyle, he was a Senior Managing Director at Franklin Templeton where he was responsible for the global growth strategy and business development of their suite of alternatives offerings. Previously, Mr. Clifford held several senior leadership and business development positions at Legg Mason subsidiaries, including Global Head of Corporate Strategy at EnTrustPermal as well as Global Head of Business Development at Permal Group, where he built and managed the global business development team, including sales, investor relations, client service, and marketing. He began his career at Merrill Lynch before working for BlackRock in the U.S., U.K., Middle East, and Latin America. Mr. Clifford is a graduate of the University of Limerick, Ireland, and holds an MBA from the Boston University Graduate School of Management.
Managing Director, Global Client Solutions, KKR
Doug Krupa (New York) joined KKR in 2019 and is a Managing Director and Head of Global Wealth Solutions in the Americas. He leads a team focused on distributing KKR strategies to advisors, and clients of leading wealth platforms and registered investment advisors, and led the development of KKR’s evergreen solutions across asset classes. Prior to joining KKR, Mr. Krupa spent eight years at Blackstone as a Managing Director and Global Head of Product Strategy for the private wealth solutions group. Previously, he worked at Legg Mason and Citigroup in product development and sales roles. Mr. Krupa holds a B.S. in Management from the State University of New York at Geneseo and is a CFA charterholder.
