Altera Speaks at Morningstar Investment Conference #MIC Panel

Our CEO, Chadd Evans, discusses private equity’s entry into wealth advisory with Vanguard’s Head of Private Equity, Fran Kinniry

Atlanta, September 17, 2020:  Altera Speaking on Private Equity Panel at the Morningstar #MIC. Our Managing Director, Chadd Evans, is joined by Fran Kinniry (Vanguard) and John Rekenthaler (Morningstar) to discuss the topic: Private equity is coming to wealth management. Is that a good thing?  The panel discuss the merits and challenges facing advisors and clients as they look to adding private equity into investor portfolios. The conversation also delves into the various platforms available to RIAs making it easier to get direct and indirect access to private illiquid opportunities.

Headquartered in Atlanta, GA, Altera Investments is one of the leading advisory and asset management firms focused on lower-middle market real asset investments. Altera works with limited partner investors including family offices, investment advisors, and institutions.

Contact: Julie Newman

Altera Investments

10 Glenlake Parkway NE, Suite 1020

Phone: (404) 537-2759

Fax: (470) 867-6401

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