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

• Impact and ESG investing strategy

• Real estate and private credit allocations

• Manager due diligence and selection

• 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 130+ systems.

Talk to us about your firm's data layer