The retirement industry is at a turning point. For the first time, defined contribution plans are beginning to open the door to private markets, an inflection point as transformative as the rise of target-date funds nearly twenty years ago. What happens next will define participant outcomes for decades.
That’s why Alta Trust is hosting The Next Summit: Retirement & Private Markets this November at the Gaylord Rockies in Aurora, Colorado. It’s a one-day program designed to bring together plan sponsors, consultants, public and private asset managers, recordkeepers, and legal experts to answer a pressing question: what does fiduciary-ready private market access really look like in retirement plans?
Why it matters?
Private markets bring diversification and long-term growth potential. Public strategies bring liquidity, transparency, and valuation discipline. Both are essential to building retirement-ready solutions that deliver on fiduciary duty. The industry cannot move forward without collaboration across the spectrum.
At The Next Summit, you’ll hear directly from the people leading this shift, including those who have already built and launched retirement-ready collective investment trusts with private allocations.
What You Will Take Away:
This isn’t theory. It’s practical, actionable content. Every session is designed to equip you with insights and tools you can use right away. You’ll leave with:
- A clear view of how retirement investing is evolving
- Clear guidance to position your firm to lead
- Insights from the leaders who created the blueprint for bringing alternatives into retirement plans
- Fiduciary duty considerations when evaluating private markets for defined contribution plans
- Operational and compliance best practices that reduce legal risk
- Understanding how to align alternative strategies with plan objectives
- Ways to effectively communicate benefits to sponsors, consultants, and fiduciaries
- A practical playbook for implementing alternatives in retirement plans
- A nuts-and-bolts understanding of how to structure, launch, and operate a retirement-ready CIT
Who Will Be There:
You’ll connect with plan sponsors, consultants, and asset managers who are already moving this work forward. The agenda features leaders from Apollo, LeafHouse, Creative Planning, Alta Trust, and top ERISA counsel, all people who aren’t just talking about the future but actively building it.
Networking is built into the experience, with an opening reception, working sessions, and a closing dinner designed to foster candid conversations and lasting partnerships.
The Details:
When: November 17–18, 2025
Where: Gaylord Rockies Resort & Convention Center, Aurora, Colorado
Registration: $1,499 through October 15 ($1,799 after)
Space is intentionally limited to keep conversations focused and collaborative.
If you want to be part of defining the next era of retirement investing, where public and private markets come together to deliver better outcomes, this is your moment.
