Resources | 2026 Investment Forum with Merrill

Resources

Access presentations, resources and materials from the 2026 Investment Forum.

DOWNLOAD PROGRAM MATERIALS
Session
Speakers
Resources
Built for What’s Next: The Power of Connection
Kirsten Pickens + Ryan Robertson
Presentation View PDF
Fireside Chat: From Founding Vision to Future Opportunity
Michael Forman, Edwin Conway + Chris Keogh
Moderated by: Kirsten Pickens
Presentation View PDF
Policy, Markets and the Road Ahead
Jason Cole
Joe Donnelly, Former U.S. Congressman/Senator (D-IN) + Ambassador to The Holy See
Illeana Ros-Lehtinen, Former U.S. Congresswoman (R-FL)
Presentation View PDF
Market Outlook 360°: The New Investment Paradigm
Mike Kelly
Moderated by: Chris Hyzy, Bank of America
Presentation View PDF
INSIDE THE PLAYBOOK: DIFFERENTIATED PRIVATE MARKETS CAPABILITIES
Private Equity: Opportunities in the Middle Market
Dustin Ackerman
Moderated by: Dan Wilk
Presentation View PDF
Direct Equity: Access and the Asset
Ben Hur
Michael Duran, Mill Point Capital
Moderated by: Dan Wilk
Presentation View PDF
Secondaries: When Liquidity Needs Create Opportunity
Patrick Gerbracht
Moderated by: Dan Wilk
Presentation View PDF
FS MVP in Minutes
Dan Wilk
Presentation View PDF
ADVISOR PLAYBOOK
Working Lunch: Advisor Best Ideas Panel
John O’Neill, Merrill
Jeffrey Ting, Merrill
Todd Silaika, Merrill
Moderated by: Robert Romano, Merrill
Presentation View PDF
TURNING IDEAS INTO ACTION
Private Credit: State of the Market with KKR
JDrew O’Toole
Steven Lilly, FSK
Ryan Wilson, KKR
Moderated by: Frank Berry
Presentation View PDF
Unlocking Yield: The Role of Asset-Based Finance
Drew O’Toole
Andrew Miller, KKR
Bill Young, Estately
Presentation View PDF
KKR FS Income Trust in Minutes
JFrank Berry
Presentation View PDF
Why Alts Now? Portfolio Construction, Client Fit and Implementation
Troy Gayeski
Eric Burkett, Merrill
Presentation View PDF
Built for What’s Next
Kirsten Pickens + Ryan Robertson
Presentation View PDF
Contact

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