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ACE Academy 2023

Speaker & Session Information

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Women in Wealth Panel: Planning for HNW Clients

Andrea Mody

Presented by
Andrea Mody

Managing Director, Head of Alternatives, Client Solutions Group, Americas, Macquarie Asset Management


Session date and time 
May 1, 2023
12:00 - 1:20 p.m.     

Invitation Only
Hosted by Investments & Wealth Foundation    

Women in Wealth is an educational program series and a community for women practitioners to learn from peers and subject matter experts. Programs are developed by women for women. The theme of the annual Women in Wealth ACE Academy lunch program is Planning for HNW Clients. Join subject matter experts and your peers for an interactive program featuring thought leaders from featured firms, followed by table dialogue.

Rethinking Traditional Portfolio Allocation

Andrea Mody

Presented by
Andrea Mody

Managing Director, Head of Alternatives, Client Solutions Group, Americas, Macquarie Asset Management


Session date and time 
May 2, 2023
9:30 - 10:30 a.m.     

Investors are facing what many describe as the “perfect storm” of difficult market conditions: inflation, rising interest rates, market volatility, recession fears, a disrupted bond market, a simmering global pandemic and geopolitical uncertainty. This has led many advisors and their clients to consider opportunities for diversification and strategies that may preserve capital, reduce correlation and help achieve portfolio objectives.

Alternative investments may produce sources of returns that are differentiated from that of equities or fixed income. In addition to potentially enhancing diversification, a strategic allocation to alternatives may improve the overall risk-return profile of a portfolio comprised solely of equities and fixed income. Some alternative strategies seek returns greater than those typically available in the public markets, others may seek to protect capital when the market is down, while others may seek attractive returns in all markets.
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ACE Academy 2023
April 30-May 3, 2023
San Diego, CA 


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Speaker Bio

Andrea Mody
Managing Director, Head of Alternatives, Client Solutions Group, Americas, Macquarie Asset Management


Andrea Mody joined Macquarie Infrastructure and Real Assets (MIRA) in 2007 and is based in New York. She serves as the head of alternatives for the Client Solutions Group for the Americas region, and she is the co-head of MIRA Infrastructure Global Solution (MIGS) I and II. On behalf of MIGS I and MIGS II, Mody is jointly responsible for strategy, portfolio construction, capital raising, investor relations and new product development. She also serves on the Manager and General Partner Boards and the Funds’ Investment Committees. She has extensive experience in fund structuring, capital raising, and investor relations across MIRA’s private real assets funds globally. Previously, Mody was responsible for developing and maintaining institutional relationships for MIRA’s Investor Solutions Group in the Americas. She was the global project manager for the Macquarie Infrastructure Partners III capital raising which closed in 2014 with more than $3 billion in capital commitments. Before joining the firm, Mody was an executive director at CCS Fundraising and a management consultant in the global financial services strategy practice at Oliver Wyman. She earned a master’s degree in international affairs from Columbia University, a bachelor’s degree in economics from The Wharton School and a bachelor’s degree in international studies, both from the University of Pennsylvania (Huntsman Program). Mody serves on the Board of the Museum of Contemporary African Diasporan Arts (MoCADA) in Brooklyn, New York.

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