Upcoming Events

Private Markets Evergreen Funds – How They Work & How Wealth & Institutional Clients Are Using Them

CFA Society Virginia presents Drew Schardt and Jeff Merschel from Hamilton Lane. Private Evergreen Funds look and trade a lot like traditional mutual funds and are now more widely being utilized by private wealth advisors, pensions, endowments, and foundations. Learn about the different asset classes available, how these investment vehicles are utilized in a diversified portfolio, the difference between traditional closed end draw down private funds and evergreens, myth busters on private markets, and the various mechanics behind them: various liquidity structures, valuations, subscription and redemption policies, and more. There will also be a more high level private market overview and current events section.  

ALTSDC 2026

ALTSDC is an education-focused alternative investment event designed to bring the investor community together for a full day of dialogue and discussion on the most relevant topics facing investors and managers today. The forum’s content is developed through hundreds of meetings and is intended for the local community of investment leaders across Delaware, Washington, D.C., Maryland, Northern Virginia & Eastern Pennsylvania. ALTSDC is developed and led by the CAIA Association and CFA Society Washington, DC. It is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSDC is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto, and more. CFA Society Members will receive a 40% discount using the code CFAVIR40

Rethinking Credit Allocations: Building More Resilient Portfolios in Public Markets

Correlations can shift across market regimes, and traditional fixed income diversification may prove less reliable amid heightened geopolitical uncertainty and volatility. As most allocators base their view on public credit exposures driven largely by spreads, they may be overlooking a broader and growing opportunity set beyond traditional bonds that are not “priced to perfection”.     Join the Artisan Credit and EMsights teams for a discussion on idiosyncratic strategies across primarily US public below–investment-grade credit and global debt seeking to deliver low correlation and compelling risk-adjusted returns relative to broad market indices and risks.   John Ebeling bio: John Ebeling is a director of Artisan Partners and a member of the firm’s Strategic Capital Formation Group. Prior to joining Artisan Partners in August 2025, he was a vice president of business development in US intermediary distribution with Gramercy Funds Management. Before that, Mr. Ebeling served as regional director of field sales and national accounts in US intermediary distribution with Ashmore Investment Management. Earlier in his career, he was an associate in structured products with UBS Financial Services. Mr. Ebeling holds a bachelor’s degree in business administration and finance from the University of Maine.   Mike Fontaine bio: Mike Fontaine is a director of Artisan Partners with responsibility for distribution and servicing of the strategies managed by the firm’s Credit team. He is also responsible for creation of the team’s investment content and communications. Prior to joining Artisan Partners, Mr. Fontaine was a principal with Third Street Partners. Before that, he was a director and co-portfolio manager with Willis Towers Watson. Earlier in his career, Mr. Fontaine was an analyst with Wells, Canning & Associates. Mr. Fontaine holds a bachelor’s degree in finance with a minor in economics from Iona College.