Will Braman Speaks with Bloomberg

Principal & Senior Investment Director Michael P. Chimento will serve as a panelist at the Private Credit Sourcing Conference in New York City. His session, “LP Investor Perspective on Private Credit: Allocating to Private Debt Strategies,” will examine what institutional investors seek from private credit funds, how LPs approach portfolio construction and risk-return expectations, and […]

October 21, 2025

Pete Chiappinelli, Partner & Chief Investment Officer, will be joining the Global ARC panel focused exclusively on Family Office and Ultra High Net Worth issues. He will share his perspective on the wealth management industry’s ongoing transformation—a historic shift from traditional investment alpha to tax alpha. More than a century after the launch of the first […]

October 22, 2025

Pete Chiappinelli, Partner & Chief Investment Officer, will be presenting at the Institute for Private Investors Fall Investment Forum. His session, “Direct Indexing and Tax Alpha: It Took 101 Years, But Not a Minute Too Soon,” explores how the investment landscape has evolved since the launch of the first mutual fund in 1924. For decades, […]

September 11, 2025