2024 CIO Impact Investing Summit
Learn More ↗- Date
- November 6-9, 2024
- Time
- -
- Venue
- The Embassy Suites by Hilton St. Augustine Beach Oceanfront Resort
- Location
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2024 CIO Impact Investing Summit
November 6-9, 2024 · St. Augustine, FL
The DLP CIO Impact Investing Summit brings together chief investment officers, allocators and investment committee members around impact and alternative investing strategies. It is a small, allocator-weighted room rather than a broad industry conference.
Who attends
Chief investment officers and investment committee members, family offices and foundations, fund managers raising capital, and advisors building alternatives allocations for clients.
What it covered
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Impact and ESG investing strategy
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Real estate and private credit allocations
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Manager due diligence and selection
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Portfolio construction across alternatives
Why alternatives expose reporting infrastructure
Private investments do not arrive the way custodied assets do. Capital calls, distributions, quarterly statements and PDFs replace a clean daily feed, and once a meaningful share of client wealth sits in that form, consolidated performance reporting stops being automatic.
Milemarker is the data infrastructure layer for wealth management, unifying custodial, alternative and held-away data across 140+ systems.


