In-Person Panel: "Unlocking Private Market Investments for Retail Investors: Pros and Cons"

In-Person Panel: \

Wednesday, October 29, 2025 | 6:00 PM to 8:00 PM

Event Location:
Hearst Tower Theater
300 West 57th Street on 8th Avenue
New York City

Private markets are no longer solely the domain of institutions and the ultra-wealthy. Our moderated panel on alternative investments explores the growing opportunity to bring alternative asset classes like private credit, equity and real estate to retail portfolios. The discussion covers the merits, risks and challenges of these assets, evolving regulations and practical strategies for incorporating these less-liquid investments into a broader portfolio. Our panelists provide their perspectives on “democratizing” access to these markets and evaluating investment approaches that include private markets.

The program is hosted by MoAF President & CEO David Cowen, as well as executives from co-sponsors Fitch Group and VanEck. Participants include Patrick McGowan, MD Head of Alternative Investments & Manager Research, Sanctuary Wealth; Meghan Neenan, MD Head of NA Non-Bank Financial Institutions, Fitch Ratings; Tracey Perini, CFO, Fitch Group; Bob Pisani (moderator), former CNBC Senior Markets Correspondent; and Jan van Eck, Chief Executive Officer, VanEck.

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