Exploring private markets with our Alternatives Playbook – Invesco – 9.20.24

Summary:

Now On Demand

Clients are expecting more from you, highlighting the need to look beyond the traditional stock and bond portfolio to provide alternative sources of total return. This session aims to highlight the importance of alternatives in an asset allocation context and our latest outlook and investment opportunities across our Alternatives Playbook.

Learning objectives:

• The what and why of alternatives — challenges and opportunities
• Where to allocate — for the long term and today
• Outlook and investment opportunities across alternatives relative to each other and their own history

Speakers:

Danielle Singer is Head of North America and EMEA Client Solutions for the Invesco Solutions team, which develops and manages asset allocation strategies and comprehensive portfolio solutions across institutional and private client channels. In this role, she and her team leverage Invesco’s fundamental, systematic, and alternative strategies to deliver precise, tailored outcomes to unique investor needs.

Ms. Singer joined Invesco in 2014. Prior to her current role, she served in several capacities for the Fundamental Multi Asset team, including portfolio manager. Before joining the firm, she was a strategist and director of UBS’s Global Investment Solutions group, representing macroeconomic views and investment strategies to investors. She started her investment career in 2002 in financial services.

Ms. Singer earned a BA degree from Middlebury College and an MBA from the University of Chicago with concentrations in analytic finance and econometrics. She is a Chartered Financial Analyst® (CFA) charterholder and member of the CFA Society of New York. Ms. Singer holds the Series 7 and 66 registrations.

Drew Thornton is Head of Thought Leadership for Invesco Investment Solutions. In this role, he develops quantitative and multi-asset research for a wide variety of client segments globally. He structures the Solutions thought leadership program to highlight their investment capabilities over tactical and strategic time horizons; factor investing, alternatives, private assets, capital market expectations, asset allocation, portfolio management, and their proprietary technology platform for CIOs, Invesco Vision.

Mr. Thornton joined Invesco when the firm combined with OppenheimerFunds in 2019. He was an investment strategist at OppenheimerFunds (OFI), where he was responsible for formulating and communicating views on the macro investment landscape, researching investor behavior, and building digital investment tools. Before that, Mr. Thornton held positions within OFI’s Capital Markets, Enterprise Data Science, and Technology groups. He has been in the financial industry since 2013.

Mr. Thornton earned a BA degree in finance from Rutgers University. He is a Chartered Financial Analyst® (CFA) charterholder and member of the Society of Quantitative Analysts.

Charlie Rose is a Managing Director and Global Head of Real Estate Credit and President of the Invesco Commercial Real Estate Finance Trust. Charlie leads the firm’s commercial real estate credit lines of business globally. In his role as Managing Director, he primarily focuses on setting strategy, overseeing portfolio management, and leading the firm’s credit investing initiatives in the US. Charlie is a member of the North American Credit Investment Committee and the European Credit Investment Committee. Additionally, he chairs the firm’s Diversity, Equity & Inclusion Taskforce.

Charlie began his investment career in 2003 and joined Invesco Real Estate in 2017. Prior to joining Invesco, Charlie served as managing director for Canyon Partners Real Estate (Canyon), where he was responsible for leading the execution of Canyon’s real estate direct investing strategy in the Western United States. Prior to Canyon, Charlie worked for Pacific Urban Residential in capital markets and multifamily acquisitions. He started his career with Rosen Consulting Group, where he was Vice President, responsible for national real estate market research, covering the office, retail, industrial, and residential sectors.

Charlie holds a Bachelor of Arts from Stanford University and a Master of Business Administration with Honors from the Wharton School of the University of Pennsylvania. He is a member of the Young Presidents Organization (YPO), the Urban Land Institute (ULI) Urban Development and Mixed Use Council and serves on the board of the Stanford Professionals in Real Estate (SPIRE) where he is also chair of the Stanford Real Estate Council (SREC) Committee.