As the 60/40 portfolio fades, what’s next for wealth managers?
At Global Alts NY 2025, leading CIOs Jasmine Yu (Bryn Mawr Capital Management) and Nancy Donohue (Summit Rock Advisors) explore how the wealth management industry is evolving—with deeper allocations to alternatives, greater demand for liquidity, and rising curiosity from a more informed next generation of investors.
💼 Panelists:
-Jasmine Yu, CIO, Bryn Mawr Capital Management
-Nancy Donohue, Co-Founder & Chief Investment Strategist, Summit Rock Advisors
Moderator: Dennis Pereira, Ropes & Gray LLP
🔥 Key Topics:
- Why hedge funds are thriving again
- Defensive positioning amid policy uncertainty
- The growing role of AI, defense tech, and healthcare innovation
- Crypto exposure, education, and family office trust
- How new generational wealth is reshaping manager selection
- Building flexible portfolios with liquid and illiquid alts
📍 Recorded live at Global Alts NY 2025,.
