ALTSSE 2026

When:  Tue, Oct 20, 2026 from 08:00 AM to 05:00 PM (ET)
Associated with  CFA Society South Carolina

We’re excited to announce the latest speaker line up for ALTSSE 2026, taking place on October 20 at JW Marriott Charlotte. Co-hosted by the CAIA AssociationCFA Society North Carolina and CFA Society South Carolina, this is a hot spot for those seeking the very latest in alternative investment news and developments.

 

Featured Speakers Include

• Brad Briner, Treasurer, State of North Carolina
 Pat McCrory, 74th Governor of North Carolina and 53rd Mayor of Charlotte
 Michael Hitchcock, Chief Executive Officer, South Carolina Retirement System Investment Commission
• Bob Fontana
, CFA, Chief Investment Officer, Investors Trust Company
• Rael Gorelick
, Partner & Head of Investments, Biltmore Family Office
• Yulia Alekseeva
, CFA, Head of Fixed Income and Alternatives, MissionSquare
• Chris Osmond
, CFA, CAIA, Chief Investment Officer, Fifth Third Wealth Advisors
• Dail St. Claire
, President & Chief Executive Officer, Episcopal Church Foundation and Endowment
• Nimisha Srivastava, CAIA, Head of Investments, North America, WTW
• Sean Poe
, CFA, CAIA, Managing Director, Head of Research, Key Private Bank
and many more!

Visit the website or download the agenda to view the latest list of speakers and discussion topics.


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Location

JW Marriott Charlotte
600 S College St
Charlotte, NC 28202