Invesco Alternatives Playbook: Alternatives no longer an alternative – Invesco – 4.16.25

Summary:

Amid global macro and market uncertainty, our Alternatives Playbook emphasizes the need to diversify beyond stocks and bonds to help you better serve your clients in challenging times. Invesco experts share the outlook on private markets, commodities, and energy. Plus, learn about new opportunities in the commodity and energy sectors, driven by increased investment in innovation and evolving trade policies and tariffs. These trends are also shaping the future of real assets and energy investments.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Danielle Singer is Head of Platforms Due Diligence at Invesco. In this role, she leads the team responsible for delivering the firm’s investment capabilities, including SMAs, mutual funds, models and alternatives, to the research teams of wealth management firms across North America. Additionally, Ms. Singer is responsible for elevating the platform relevance of private markets offerings and provides direction on the overall private markets strategy.

Ms. Singer joined Invesco in 2014. Prior to her current role, she served as head of North America and EMEA client solutions and alternatives strategy with Invesco Solutions and held various roles with the Multi Asset team, including portfolio manager. Before joining the firm, Ms. Singer was a strategist with UBS’s Global Investment Solutions group. She is a frequent industry speaker and subject matter contributor to global financial associations. Ms. Singer entered the financial services industry in 2002.

Ms. Singer earned a BA degree from Middlebury College and an MBA from the University of Chicago Booth School of Business. She is a Chartered Financial Analyst^® (CFA) and a Chartered Alternative Investment Analyst^® (CAIA) charterholder. Ms. Singer holds the Series 7, 24, and 66 registrations.

Charles Anderson is a Client Portfolio Manager for the SteelPath Investment team at Invesco. In this role, he works closely with analysts and portfolio managers with the goal of creating and delivering insights within the midstream energy space. Mr. Anderson joined Invesco when the firm combined with OppenheimerFunds in 2019. Before joining OppenheimerFunds in 2013, he was with SteelPath Capital Management, where he served as vice president. Prior to that, he served in a similar capacity with Janus Funds helping to analyze, structure, and invest in debt private placements issued primarily by companies involved in the energy industry including those involved in oil field services, midstream services, and oil and gas exploration and production. Mr. Anderson earned his Finance degree from the University of Kansas.

Kathy Kriskey is a Senior ETF Strategist of Commodities, Cryptocurrencies, and Alternatives for Invesco’s family of exchange-traded funds (ETFs). In this role, she provides industry insights and thought leadership around the commodity and digital assets industries, assists in launching new products, and expands coverage of these asset classes.

Ms. Kriskey joined Invesco in 2021. Prior to joining the firm, she initiated the commodity investor businesses at UBS, CIBC, and RBC. She also managed commodity sales at Bankers Trust in London, New York, Houston, and JP Morgan in New York. Ms. Kriskey has been quoted in The Wall Street Journal, Financial Times, Bloomberg, ETF.com and other financial news publications. She has also appeared on Bloomberg, TD Ameritrade, Nasdaq TradeTalks and several podcasts. Ms. Kriskey has been in the financial industry since 1987.

Ms. Kriskey earned a BS degree in economics, with a concentration in finance, from the Wharton School of the University of Pennsylvania. She holds the Series 7 and 63 registrations.