At the 2025 Global Alts New York conference, Nancy Donohue, Co-Founder and Chief Investment Strategist of Summit Rock Advisors, and Jasmine Yu, PhD, CFA, Chief Investment Officer of Bryn Mawr Capital Management, spoke on the Wealth Management Evolution panel, moderated by Dennis Pereira, Partner at Akin. They outlined evolving approaches to asset allocation, manager selection, and client education, and reflected on market risks, opportunities in hedge funds and venture capital, and shifting expectations across generations of wealth clients.
Also our coverage of the 2025 Sohn Hong Kong Conference, 2025 Forbes Iconoclast Summit and the Best Alternative Investment Fund Conferences for 2025.
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