Past eventHeld October 20, 2026
ALTSSE 2026
Education-focused alternative investment event bringing together investors, managers, and allocators for dialogue on contemporary industry challenges.
- Held
- October 20, 2026
- Location
- Charlotte, North Carolina
TL;DR
Written before the event took place.
- ALTSSE 2026 is held October 20, 2026, in Charlotte, North Carolina.
- The event brings together individuals who manage, advise, allocate to, or oversee alternative investments.
- Speakers include North Carolina State Treasurer Brad Briner, former Governor Pat McCrory, and senior investment professionals from major firms.
- The event is developed by the CAIA Association, CFA Society North Carolina, and Markets Group.
About
ALTSSE is an education-focused event on alternative investments that gathers the investor community to discuss the topics most relevant to investors and managers. The CAIA Association, CFA Society North Carolina and Markets Group develop and lead it, and Brad Briner, State Treasurer of North Carolina, gives the keynote.
Who was in the room
Portfolio managers and asset managers
Individuals responsible for managing alternative investments.
Allocators and advisors
Professionals who allocate capital to or advise on alternative investments.
Senior investment professionals
Chief investment officers, heads of fixed income, and other senior decision-makers.
Featured speakers
5 listedBrad Briner
State Treasurer · State of North Carolina
Pat McCrory
Former Governor · State of North Carolina
Chris Osmond
Chief Investment Officer · Fifth Third Wealth Advisors
Nimisha Srivastava
Head of Investments, North America · WTW
Yulia Alekseeva
Head of Fixed Income · MissionSquare
Venue & travel
Venue
JW Marriott CharlotteQuestions people ask
6 answeredALTSSE 2026 is held on October 20, 2026.
ALTSSE is held in Charlotte, North Carolina.
ALTSSE is designed for individuals who manage, advise, allocate to, or oversee alternative investments.
Attendees include portfolio managers, allocators, advisors, and senior investment professionals from leading alternative investment and wealth management firms.
It is most useful for allocators, advisors and investment staff who work with alternatives and want a regional, education-focused day, since the speakers include North Carolina State Treasurer Brad Briner as keynote, Chris Osmond of Fifth Third Wealth Advisors and Nimisha Srivastava of WTW. Fund managers hoping for a large pool of institutional buyers, or attendees wanting a multi-day national show, will find a single-day event led by the CAIA Association, CFA Society North Carolina and Markets Group narrower.
Attendees at investment and finance conferences usually wear business professional attire, meaning suits or blazers with dress shirts or equivalent, which fits a hotel venue like the JW Marriott Charlotte.
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