Private Markets Investing and Vail Ski Day
February 05, 2025
1:00 PM MST - 5:00 PM MST
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Hotel Clio/Vail Mountain
150 Clayton Lane
Denver, CO 80206
Venue website
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Traveling new frontiers alone can be challenging
Only 50 conference seats available!
Just 30 people for Vail ski day...
Vail Mountain (Ticket includes bus, lift ticket, and après ski at Chophouse with live music, food, and drinks. Networking with COFPA and CFA Society)
The untapped potential of private market investments represents an exciting opportunity for clients and advisors.
But as with any new frontier travel, it's often best not to go alone.
COFPA and CFA Society present this 2 part event In partnership with
Earn up to 4 CFP® CE credits and by attending the full program: NASAA IAR CE credits applied for; watch this space for approval status.
| Wednesday, February 5th/Hotel Clio | |
| 1:00 PM | Exploring the Private Markets Toolkit; John Haggarty, CFA, Managing Principal/Director of Private Market Investments, Meketa Investment Group |
| •Primaries, Secondaries, Co-Investments and GP Stakes | |
| •Funding Process | |
| •Holding Period | |
| •Fees | |
| 2:00 PM | The New Frontier for Private Market Investors: The Case for Evergreen Structures; Michael Bell, CEO, Meketa Capital |
| •Operational Efficiencies | |
| •The Power of Perpetual Capital | |
| •J Curve | |
| •Evergreen Strategy Return equivalent to a Higher Primary Fund Environment | |
| •GP Diversification | |
| 2:50 PM | Break |
| 3:10 PM | Generative AI and Its Impact on Today’s Portfolio Management; Christian McCormick, Head of Client Portfolio Management, Meketa Capital |
| •Overview of the most recent era of artificial intelligence | |
| •Potential implications of AI on global capital markets | |
| •Potential impacts on private markets investing | |
| •Future opportunities and potential risks in Private Equity portfolios | |
| •How data centers are changing the real estate landscape | |
| •How infrastructure managers are attempting to supply power to an ever-growing need | |
| 4:00 PM | Keynote: The State of the Alternative Investments Industry and the Democratization of Alternative Investments; Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute |
| 5:30 PM | Reception: Join us downstairs at Toro for drinks, heavy appetizers and networking |
| Thursday, February 6th/Vail Mountain | |
| 8:00 AM | Buses leave for Vail (Hotel Clio or Dino lots- Wooly Mammoth lot.) |
| Vail Mountain (Ticket includes bus and lift ticket). | |
| 3:00 - 6:00 PM | Après ski at Chophouse with live music, food, and drinks. Networking with COFPA and CFA Society. |
| 6:00 PM | Buses leave for Denver. |
Don't miss this opportunity to learn more about this unique asset class!
This exclusive forum is designed to help you discover new investment ideas, learn from top professionals in the wealth management industry, and network with other advisors and industry leaders. We are partnering with the Colorado CFA Society for this event.
We'll explore the future of private market investing, addressing key topics such as the factors driving wider adoption among advisors, co-investment strategies for private market allocations, and how product design and technology advancements are transforming the investment experience. We've assembled an extraordinary lineup of speakers, including experienced general partners, successful private company executives, and knowledgeable institutional investment professionals.
FPA of Colorado Cancellation Policy
Registration cancellation for a refund may be requested by January 24. No refunds will be issued after that date.
Tickets
$15.00 COFPA Members - Conference ONLY
$25.00 after 11:59 pm January 24
$15.00 CFA Members, FPA Members and Partners - Conference ONLY
$25.00 after 11:59 pm January 24
$115.00 CFA Members, FPA Members and Partners - Conference AND Vail Ski Day
$125.00 after 11:59 pm January 24
$15.00 Non-members Conference Only
$25.00 after 11:59 am February 1
