Breaking into the ALTs Industry with the CalALTs Next Generation Leaders Group
"Thank you for hosting this meeting! Appreciate all senior colleagues taking the time to share insights with junior members of CalAlts."
~ Attendee*
*Quote take directly from the post meeting survey.
On Thursday, December 10th at 12:30 PM Pacific, the CalALTs Next Generation Leaders Group hosted a virtual panel with three seasoned professionals in the industry of alternative investments, Matt Hoffman, Senior Audit Manager of Deloitte , Ted Parker, Senior Vice President of Millennium Trust Company and Robert Klein, Vice President - Relationship Management of BNY Mellon | Pershing .
After making introductions around the room, the discussion, moderated by our group leaders Mark Xu, Manager, and Robert Wood, Senior Manager of Deloitte , provided the opportunity for our panelists to share their insights, experiences and advice for younger professionals looking to advance their career in the ALTs Space. See a few highlights to this discussion below:
"What would you say to those looking to take the next step to advance their career in alternative investments?"
ROBERT KLEIN: "The network and education is the most important thing. Educate yourself on your potential career options and note where the industry is going - You know yourself the best and what you're interested in. Every silo of this industry is different, so find the place you like to be and work on your network - whether that be your classmates, your colleagues, your coworkers, etc. From my perspective, that is key to advancing and finding success in the industry. "
MATT HOFFMAN: "The ALTs space is so diverse and robust. If you have a certain passion, educate yourself on what those [investment] strategies are and make sure you're educating yourself to understand how things work. I also recommend attending a conference that gets put on specifically for the ALTs community. Those conferences have tons of asset managers and thought leaders that come from across the nation to speak. These are great opportunities to educate yourself on the industry and grow your network."
TED PARKER: "At Millennium, we strongly believe in education. You've got to look at what kinds of investments interest you and see how you want to accomplish your objectives. The best way to get a job you want is to call a friend in the area and stay connected to your network to see what opportunities are out there."
Again, we would like to thank our panelists, moderators and to all who attended this meeting. If you are interested in joining the CalALTs Next Generation Leaders Group, let us know and complete our brief interest form to stay up to date on our future meetings.
