CFA Society Philadelphia

Suburban Special Event: Optimizing Alts, Innovative Tax Strategies and Demystifying Private Credit

The 2026 Private Wealth & Alternatives Conference, co-hosted by CFA Society Philadelphia and CAIA Pennsylvania Chapter, will bring together leading investors, wealth managers, allocators, and alternative investment specialists to explore the rapidly evolving role of alternative investments in private wealth portfolios. As wealth management platforms increasingly incorporate innovative strategies into client portfolios, the conference will provide practitioners with a practical framework for understanding how private investments fit alongside traditional asset classes and other alternative investments.   Centered on the theme “Optimizing Alts, Innovative Tax Strategies and Demystifying Private Credit,” the program will feature expert panels and practitioner-led sessions addressing portfolio construction, manager selection, and the structural considerations unique to private credit investing. Speakers will also explore emerging opportunities for tax-efficient portfolio design and discuss how advisors can communicate the risks, liquidity characteristics, and return drivers of private credit to high-net-worth clients. By combining the investment expertise of the CFA community with the alternative-investment specialization of the CAIA network, the conference aims to equip private wealth professionals with the insights and tools needed to thoughtfully integrate private credit and other alternative strategies into modern client portfolios.   Agenda:   Opening Remarks: “The World Rewired: From Signals to Shifts and the Next Decade for Capital Markets” Tax Strategies Panel Private Credit Panel Networking Reception   The Union League Liberty Hill is a premier private club and conference destination set on more than 300 scenic acres in Montgomery County, just outside Philadelphia. The property is exceptionally convenient for regional travel, located only minutes from the intersection of I-76 (Schuylkill Expressway), I-476 (Blue Route), and the Pennsylvania Turnpike (I-276) , making it easily accessible from Philadelphia, the Main Line, King of Prussia, New Jersey, and beyond.   Registration is free of charge. Please register only if you are an investment professional in the private wealth space. Register here

Central PA Luncheon: AI-Driven Convergence of Digital Infrastructure and Real Assets

This presentation will explore the structural transformation occurring in global data center infrastructure as artificial intelligence, cloud computing, and digital connectivity accelerate demand for computing capacity. The session will begin with an overview of AI’s rapid growth and its relationship to data centers, including the role of hyperscalers and why large cloud providers remain heavily dependent on specialized data center infrastructure. It will then examine key industry questions such as whether the market could approach “peak” data center development, the rising demand for power, and how AI workloads are reshaping infrastructure requirements. The discussion will also address emerging trends including edge computing, the importance of latency in distributed networks, and the evolution of data center operating models. The presentation will conclude with a review of key investment themes and how a multi-strategy approach can provide diversified exposure to opportunities across the data center ecosystem. Our presenter:     Xiao Tsai is a Director of GI Partners and a founding member of its Data Infrastructure team. He leads Data Infrastructure’s investment activities in the data center sector and is involved in its investments in Lightedge and Flexential. Prior to joining GI Partners, Xiao was a Vice President at Morgan Stanley Infrastructure Partners, where he led the group’s digital infrastructure investments across the Americas. Earlier in his career, he was an analyst at AMI Group, an operator and asset manager of public-private partnerships in the transportation sector. Xiao began his career as an engineer at GE Aviation and Motorola Mobility. Xiao holds a BS in Computer Engineering and an MS in Electrical Engineering, both from the University of Illinois at Urbana-Champaign.  GI Partners is a U.S.-based private alternatives investment firm founded in 2001 and headquartered in San Francisco that invests on behalf of leading global institutional investors across private equity, real estate, and data infrastructure strategies. The firm has raised more than $49 billion in capital and focuses on middle-market companies and mission-critical assets that underpin the digital economy, including data centers, communications networks, and technology-enabled infrastructure.   Registration Fee: $15.00 Register here