On October 29, 2025, the Museum of American Finance will present “Unlocking Private Market Investments for Retail Investors: Pros and Cons,” a moderated in-person panel that explores the growing opportunity to bring alternative asset classes such as private credit, private equity and real estate to retail portfolios.

The discussion will cover the merits, risks and challenges of these assets, evolving regulations and practical strategies for incorporating less-liquid investments into a broader portfolio. The panelists will provide their perspectives on “democratizing” access to private markets and evaluating investment approaches that include them.

The program will be hosted by MoAF President & CEO David Cowen, as well as executives from co-sponsors Fitch Group and VanEck. Participants include:

Patrick McGowan, MD, Head of Alternative Investments & Manager Research, Sanctuary Wealth

Meghan Neenan, MD, Head of NA Non-Bank Financial Institutions, Fitch Ratings

Tracey Perini, CFO, Fitch Group

Bob Pisani (moderator), former CNBC Senior Markets Correspondent

Jan van Eck, Chief Executive Officer, VanEck.

The program will be held from 6:00-8:00pm (ET) at Hearst Tower Theater, located at 300 West 57th Street (at 8th Avenue), NYC. The panel will be followed by a cocktail reception at 7:15pm. It is free to attend, but seating is limited and advance registration is required.

“Unlocking Private Market Investments for Retail Investors: Pros and Cons” is sponsored by Fitch Group and VanEck. For more information or to register, visit www.moaf.org/PrivateMarkets.

About the Museum of American Finance

As a socially relevant organization, the Museum of American Finance seeks to improve understanding of the influence of financial institutions and capital markets on the US and global economies, and on individuals’ lives. The Museum is dedicated to educating the public on finance and financial history through exhibits, financial literacy programs and public events. An affiliate of the Smithsonian Institution, the Museum seeks to empower individuals of all backgrounds to strive toward financial independence, while encouraging curiosity and discovery. For more information, visit www.moaf.org or connect with the Museum on social media @FinanceMuseum.

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