Christopher Rosenberry
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June 17, 2026 • 11:00AM ET • 1 CE Credit
Beyond the 60/40: Private Markets and Alternatives Essentials
Advisors are increasingly evaluating how to deliver differentiated solutions that align with evolving client objectives. Alternative and private market investments can provide access to distinct sources of return and diversification characteristics that can complement traditional equity and fixed income allocations.
In this continuing education (CE) eligible discussion, Jonathan Doolan, Co-Head of Capital Formation, and Rachel Jacobs, Co‑Head of Capital Formation, explore the expanding role of alternatives and private markets in client portfolios and outlines key considerations for evaluating and implementing these solutions.
Advisors will gain insight into:
- Understand the landscape: Define alternative and private market solutions, including private equity, private credit, real assets, real estate, and hedge fund strategies
- Explore evolution in access: Examine how access points and investment structures have evolved, including the role of evergreen vehicles in providing exposure and liquidity
- Provide portfolio insights: Gain key considerations for implementation, including liquidity, fees, investment horizon, and alignment with client portfolio objectives
Jonathan (Jonny) Doolan
Managing Director, Co-Head of Capital Formation
AMG
Read Jonny’s bio
Jonny Doolan is Co-Head of Capital Formation, co-leading the execution of the Company’s strategy with respect to aligning AMG’s capital-raising resources and capabilities with Affiliate marketplace opportunities; he leads a team collaborating with Affiliates to develop and execute on strategic product opportunities to accelerate growth in new markets and channels. Prior to joining AMG in 2023, Mr. Doolan was a managing partner of Indefi Financial Services, a boutique management consulting firm. Previously, he was a partner at the Casey Quirk practice at Deloitte Consulting, where he expanded the practice’s European client footprint and expertise. Mr. Doolan received a B.A. in Economics and International Affairs from the University of Colorado Boulder.
Rachel Jacobs
Managing Director, Co-Head of Capital Formation
AMG
Read Rachel’s bio
Rachel Jacobs is Co-Head of Capital Formation, co-leading the execution of the Company’s strategy with respect to aligning AMG’s capital-raising resources and capabilities with Affiliate marketplace opportunities; she leads AMG’s global sales resources to provide strategic client management and sales strategies across the U.S. wealth and global institutional marketplaces. Prior to joining AMG in 2023, Ms. Jacobs was Head of US Intermediary Distribution at Macquarie. Ms. Jacobs received a B.S. from the University of Rhode Island.
If you are having any issues during registration, please send an email to ce@riadatabase.com.
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