ALTSMIA 2026: Finding the Best Uncorrelated Alternatives to Enhance Your Returns

What will Robert Amoruso discuss?

For more than a decade, investors have relied on private credit and private equity to diversify traditional stock and bond portfolios. Yet as public markets become increasingly concentrated, private credit assets reach record levels, and liquidity concerns emerge across private markets, sophisticated allocators are revisiting a fundamental question: What truly remains uncorrelated? This session explores the growing universe of niche alternative investments gaining traction such as luxury parking garages, marina infrastructure, PPLI, licensing, royalties, PPVA and helps you to determine which cash-flow streams will remain independent when both public markets and private credit experience simultaneous stress.

Alternative investment themes in the session

• Private credit and private equity diversification
• Private Placement Life Insurance (PPLI)
• Private Placement Variable Annuities (PPVA)
• Licensing and royalty cash flows
• Marina infrastructure
• Luxury parking garages

Frequently asked questions about ALTSMIA 2026