Save the Date!

The Four Seasons Hotel | Nashville, TN
September 29-30, 2027

Wednesday, September 29 | Welcome Reception & Dinner

Thursday, September 30 | Programming & Closing Dinner
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Save the Date:

Converge 2027

location
The Four Seasons Hotel, Nashville, Tennessee
DATES
Wednesday, September 29 | Welcome Reception & Dinner

Thursday, September 30 | Programming & Closing Dinner
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Now in its third year, Converge by Allocate (formerly Alts Day) has become one of the most sought-after invitations in alternatives investing. It's an invitation-only, 1.5-day forum that brings together more than 150 leading asset managers, CIOs, RIAs, private banks, and family office investment leaders to trade practical insights and real-world strategies for building and scaling alternatives programs.

Conversations are candid and peer-driven: portfolio construction, manager selection, and the evolving role alternatives play in client portfolios, all set against the innovation reshaping private markets. The day is built to create real connections and sharp thought leadership among a carefully curated group of allocators and asset managers, drawn from the Allocate platform and the wider investment community.

Converge 2026 Overview & Recap

location
The Four Seasons Hotel, Austin, Texas
DATES
Monday, September 28 | Welcome Reception & Dinner

Tuesday, September 29 | Programming & Closing Dinner
2026 Photo Gallery
View the 2026 Photo Gallery

2026 Featured Speakers

Aneet Deshpande

Chief Investment Officer & Executive Managing Director

Anselm Feigenbutz

Portfolio Manager, Secondaries Private Debt

Brian Reich

Principal

Carter Reum

Co-Founder & Partner

Chris Schelling

Managing Director

Christian Munafo

Portfolio Manager & Head of Private Growth Strategies

David Breach

President

Dune Thorne

Chief Strategy Officer, U.S. Private Client, Endowment & Foundation

Eric Patterson

Co-Founder & CIO

Ian Charles

CEO & Managing Partner

Javier Avalos

Co-Founder & CEO

Justin Fishner-Wolfson

Founder & Managing Partner

Karim Khairallah

Senior Partner, Sapient Capital Alternative Investments

Kolman Estreicher

Managing Director & Head of RIA Channel

Marc Hineman

COO

Mark Affolter

Partner, Portfolio Manager & Co-Head of Sports Media and Entertainment

Meghan Reynolds

Managing Partner

Michael Batnick

Managing Partner

Phil Shankweiler

Head of RIA Sales

Robert Picard

Managing Director, Head of Alternative Investments

Steven Dymant

Deputy CIO, Chief Private & Public Markets Officer

Tony Minella

CEO

Venky Ganesan

Partner

Vivek Jindal

Chief Investment Officer

Whitney Ehrlich

Managing Director, Head of U.S. Private Wealth Management

Will Kohler

Partner
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Allocate is building the infrastructure powering the future of private investing.

Our full-stack platform serves both sides of the market: wealth advisors and allocators building private markets portfolios, and fund managers looking to access the wealth channel.

We’re turning private markets from opaque and fragmented into personalized, transparent, and intelligent.
Learn More
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2026 Program Agenda

Alternatives are quickly becoming a core part of how top firms grow, retain clients, and differentiate. Despite increasing demand – particularly from next-generation clients – only 30% of wealth firms offer structured, programmatic alternatives platforms.

Those that do are seeing measurable results: firms with robust alternatives offerings grow 2–5% faster per year than those that offer alts opportunistically or not at all.

But meaningful insights – grounded in real-world experience – are rare. Converge by Allocate (formerly Alts Day) goes beyond panels and presentations. It’s a closed-door forum designed for candid discussion, shared challenges, and proven strategies from leaders actively building in the space.
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Monday, September 28

5:30 pm - 8:30 pm
Welcome Reception & Dinner

Tuesday, September 29

7:30 AM - 9:00 AM
Breakfast
9:00 am - 12:00 pm
Morning Programming
  • Mainstage Programming
  • Peer Breakout Sessions
12:15 pm - 1:30 pm
GP-Hosted Lunch
1:45 pm - 5:00 pm
Afternoon Programming
  • Mainstage Programming
  • Peer Breakout Sessions
5:30 pm - 8:30 pm
Closing Reception & Dinner
Mainstage Sessions
morning sessionS
  • Private Equity in the Age of AI: From Software to Strategic Industries
  • The Opportunistic Architecture of Private Credit: Innovation, Tactical Moves & The Evergreen Fund Reckoning
    afternoon sessionS
    • Sports, Media & Entertainment: The New Institutional Asset Class
    • The Exit Question: Late-Stage Venture, Crossover Funds & Whether the IPO Window Is Actually Open
    • Investing in Generational Companies
    Peer Breakout Sessions
    MORNING Topics
    • Vintage Year Programs vs. Rifle Shot Investing
    • The Growth and Maturation of the Venture Capital Industry
    • Building for the Wealth Channel – Capital Formation, Distribution & The LP Base of the Future
    AFTERNOON Topics
    • Advisor Adoption: From Gatekeeper Approval to End-Client Buy-In
    • Co-Invest, IPOs & The Capital Recycling Question
    Frequently Asked Questions
    Which airport should I fly into?
    What are my options for ground transportation?
    What can I expect for weather conditions?
    What is the dress code?
    FOR MORE INFORMATION PLEASE CONTACT OUR TEAM AT COMMUNITY@ALLOCATE.CO