Announcing AGM Community and AGM Events
From online to offline
AGM Community creates original and artisanal experiences that connect the people and ideas shaping the future of private markets x private wealth
In a world where content is becoming increasingly commoditized, Alt Goes Mainstream has endeavored to do the opposite: bring originality, authenticity, and craftsmanship to conversations and content about private markets.
Alt Goes Mainstream’s north star has always been to help people understand what is happening at the intersection of private markets and private wealth.
The AGM Community brings the conversations we’ve been having online into the offline world: curated, in-person experiences that bring together industry leaders and decision-makers across private markets and private wealth to learn, build relationships, and gain practical, actionable insights.
AGM: Content x Community x Capital
An investment firm’s AGM is the meeting place for its LPs: the firm shares content from the past year with its LP community to deliver relevant, educational, and actionable insights, creates a physical space to build and deepen both community and relationships, and provides a forum to build long-term, enduring partnerships between GPs and LPs.
The vision of Alt Goes Mainstream (AGM) has always been to be the AGM — the meeting place — for private markets.
AGM operates at the intersection of content, community, and capital as private markets and private wealth continue to come together.
Alt Goes Mainstream Community: from online to offline
AGM Community brings the Alt Goes Mainstream community from online to offline.
AGM Community connects wealth managers, allocators, and alternative asset managers through curated, in-person experiences designed to deliver unique insights, original content, and community-building.
The AGM Community RIA Advisory Board
Building community requires an understanding of the community.
To that end, AGM has curated a group of RIA CEOs, CIOs, and allocators to help shape the direction of the AGM Community.
This group is affiliated with or is responsible for over $3T AUM.
We are thrilled to welcome an experienced, thoughtful, and intellectually curious group of private wealth management and private markets executives and operators to the AGM Community RIA Advisory Board:
Cheri Belski, EVP - Head of Investment Management Solutions, LPL Financial.
Aneet Deshpande, Chief Investment Officer, Clearstead.
Chelsea Ganey, Chief Investment Officer, Summit Wealth Group.
Karl Heckenberg, Managing Partner, Constellation Wealth Capital.
Brandon Henry, Founder & CEO, Mosaic Advisors.
Susan Long McAndrews, Advisory Board Member, Lido Advisors.
John McArthur, Senior Partner & Chief Investment Officer, Krilogy.
Matt McPeak, Partner, Managing Director, Merchant.
Eric Patterson, Managing Partner, Co-Founder, Chief Investment Officer, Three Bell Capital.
Robert Picard, Head of Alternative Investments, Hightower Advisors.
AGM’s first event concept: RIA Field Trips
True to AGM’s ethos, when everyone goes left, we go right.
There are many fantastic large industry conferences that bring together people in the industry and help to educate the wealth channel and asset managers.
As many in the industry go bigger, AGM is going smaller.
The first event concept we are launching at AGM is RIA Field Trips.
In the sea of sameness, differentiation is top of mind in today’s world of asset management.
Differentiation can sometimes be hard to capture in two-dimensional forms like words or a presentation. Differentiation needs to be brought to life and made three-dimensional.
The RIA Field Trips are crafted, curated experiences for wealth managers and asset managers so that they can learn about each other, their respective firms, and what makes asset managers differentiated and unique.
Capture the indescribable
Differentiation comes with humanization.
The only way to uncover the essence of an asset manager is to see them in person and watch them in action.
The RIA Field Trips will help bring to life what can be so hard to capture online: the essence and the DNA of an investment firm.
The best way to understand the culture, values, and DNA of a firm? Meet them and their team where they work to unpack the essence of who they are, what they stand for, and what makes them different.
Investing is largely about facts and figures. As it should be. But investing is also about a feeling.
We have already received tremendous response and feedback on the RIA Field Trips and have a number of GPs already committed to hosting RIA Field Trips.
We look forward to sharing more with you as we continue to build the LP and GP community.
Be part of the AGM Community
Interested in learning more about AGM Community Events? Please click below based on your role and we’ll be in touch.
As an Attendee (for RIAs and wealth managers).
As a Sponsor / Partner (for asset managers and service providers).
We look forward to building the AGM Community together as we continue to work to move private markets forward in a responsible, thoughtful way.
If you know, you know.