Kristin was participating on a panel discussing perspectives on the market, the importance of due diligence/good manager selection, real estate outlook for 2026 and the interplay with the possible democratization of alternatives.

(Source: Bulltick)

The Second Annual Private Markets Monterrey Meeting. Over 150 senior institutional investors, family offices and alternative investment professionals gather to discuss the latest trends, opportunities, and challenges in the dynamic world of private markets.

The private markets landscape has undergone a profound transformation in recent years. With traditional asset classes facing increasing volatility and lower returns, investors are turning to alternative investments to diversify their portfolios and seek superior riskadjusted returns.

(Source: Carmo Companies)

Kristin spoke at the With Intelligence Women’s Private Capital Summit as a panelist on the Real Assets discussion titled “Are Infrastructure and Real Estate Destined to Become One?”. The panel examined how infrastructure and real estate, historically viewed as distinct segments within the real assets category, are increasingly converging as investment strategies evolve. Both asset classes have long been recognized for their ability to generate stable and consistent returns; however, developments such as the expansion of data centers, the global energy transition, and evolving transportation needs are further aligning the two sectors. The discussion explored whether this convergence could lead to a more integrated investment approach in the future and offered insights into how these trends may influence the direction of investing and the outlook for both asset classes.

(Source: Bulltick)

Javier Martin participated in the panel discussion “Charting the Course: A Discussion on Strategies and Taking Action from the CIO Perspective” at iCapital SC Connect 2025. Moderated by Joanna Castro of Credicorp Capital, the session brought together Chief Investment Officers and asset allocators to discuss the evolving investment landscape in Latin America and how investor preferences and product structures are adapting to changing market conditions.
The panel examined shifting allocation trends across the region. Ismael Pérez of Aqua Wealth Management highlighted a clear move among ultra-high-net-worth investors in the Cono Sur, particularly in Argentina, Chile, and Uruguay, away from traditional equity-linked alternative strategies such as private equity and venture capital. Instead, investors are increasingly prioritizing private credit and infrastructure opportunities in pursuit of greater stability and more predictable yields in a higher-interest-rate environment.

(Source: Bulltick)

Kristin spoke on the Opening Panel titled “The Evolution of Wealth: Family Office Trends in Real Estate” at the IMN Real Estate Family Office & Private Wealth East Conference. The panel focused on how family offices are currently allocating capital within real estate and examined the impact of generational wealth transfer on investment strategies. Discussions addressed the key challenges family offices face in the real estate market, as well as approaches that are proving effective and recommendations being made by advisors. The panel also explored the growing influence of artificial intelligence and technology on real estate investing, alongside several niche sectors gaining momentum, including data centers, trophy office assets, student housing, senior living, workforce housing, manufactured housing, and experiential hospitality. Looking ahead to 2026, the discussion highlighted why real estate remains well positioned and included recent successful investment case studies illustrating these trends in practice.

(Source: Bulltick)

BN Valores hosted a panel discussion focused on the dynamics of the international markets, bringing together industry leaders to share insights on global trends, opportunities, and challenges. Rodrigo Covian, Managing Director and Head of Trading at Bulltick, participated as a featured speaker, contributing his expertise on international market movements, trading strategies, and the evolving global financial landscape. The panel provided attendees with valuable perspectives on current market conditions and the outlook for global investments.

(Source: Bulltick)

Five years have passed since the Pandemic drove workers from the office to their home and dealt a staggering blow to real estate investors. Workers, under pressure from their company’s leadership, are spending more time in the office. We discussed how that is, of course, a positive for building owners and its effect on reigniting the sector.  We explored whether the has time truly come to jump in and be a buyer in office.  We gave our thoughts on the office segment, particularly trophy office and how they and firms are approaching it, what we expect to see and do in the years to come.

(Source: Women’s Private Capital Summit)

1 – Why Internationalize? Strategic Reasons to Invest in Real Estate Outside Colombia

Asset protection against local risks (political, regulatory, and currency-related), income diversification and exposure to strong currencies, and access to new markets, sectors, and return dynamics are key strategic reasons to invest in real estate outside Colombia.

2 – Main Destinations for Real Estate Investment from Colombia

The United States (Miami, Texas, New York) stands out for its stability, liquidity, and clear regulations, while Spain and Portugal offer access to Europe, tax benefits, and Golden Visa programs.

3 – How to Invest? Vehicles and Structures for International Real Estate Investment

International real estate investments can be made through direct purchases, real estate funds, REITs, or co-investment developments, as well as through structures such as trusts, LLCs, and offshore entities that provide tax efficiency and legal protection.

4 – Legal and Tax Considerations for Colombians Investing Abroad

Colombians investing abroad must consider the declaration of foreign assets before DIAN (Colombia’s tax authority), issues related to double taxation, wealth tax management and worldwide income taxation, as well as international estate and inheritance planning.

5 – Global Real Estate Trends: Emerging Sectors for Latin American Investors

Emerging sectors include multifamily, self-storage, hospitality, senior housing, and student housing, along with sustainable investments and projects with an ESG focus.

6 – Risks and Best Practices in International Real Estate Investments

Best practices include conducting thorough due diligence in international markets, ensuring proper asset management from Colombia including administration, leasing, and maintenance, and carefully selecting reliable partners, brokers, and advisors abroad.

(Source: Colombia Family Office & Investors Summit 2025)

Real estate has long been a pillar of portfolio diversification, but in today’s higher-rate environment, traditional assumptions are being tested. This session will explore how rising interest rates, shifting demographics, and evolving work and lifestyle patterns are reshaping real estate investing. From distressed commercial assets and data centers to multifamily housing and the global real estate market, our panelists—both asset owners and fund managers will share their perspective on emerging opportunities, risks, and strategies for a market where fundamentals are being redefined.

(Source: Markets Group)

Kristin Dacey, CIO of Real Estate, participated in the panel discussion on how commercial real estate continues to evolve in a post pandemic world exploring that while office has been viewed as a poor performer, there are still opportunities in office. Explanations provided on the lates in valuations and emerging versus established managers. The discussion delved into retail, macroeconomic trends that are driving the hospitality sector, multifamily and more. The panelists also debated syndicated one-off investments vs pooled fund investments.

(Source: Markets Group)

At a certain size, almost every RIA will begin the process of structuring internal fund-of-funds to get clients private markets access. When the decision’s been made, what partners, tools, and structures pave the smoothest path to success?

Speakers:

Daniel Kremer, Principal, Bulltick Financial Services
Ira Ravitz, Managing Director, Co-Founder, Beverly Hills Private Wealth
Anup Swamy, CEO, Maroon Pass Advisors

(Source: withintelligence.com)

Panelists:

• Kristin Dacey, Chief Investment Officer, Bulltick
• Alex Knapp, Portfolio Manager, Thomas J. Herzfeld Advisors
• Russell Deakin, Chief Investment Officer & Managing Partner, Aceana Group
• Argenis Bouza, Associate – Alternative Investments, Santander Private Banking International

Discussions of which niche real estate asset types are performing favorably. Life sciences, data centers, cold storage, luxury garages, film studios, medical office buildings, among others, are being woven into investment research conversations. Discussions surrounded which alternative sectors are the best investments.

Panelist: Kristin Dacey, CIO Real Estate, Bulltick

(Source: Markets Group)

Conversación con expertos donde se analizó el impacto en los mercados que están teniendo las políticas comerciales de Donald Trump y las oportunidades que también se visualizan en medio de este contexto.

(Source: Bulltick)

• Moderator: Dean Dulchinos, Managing Director and Head of Real Estate Credit, ORIX Corporation USA
• Panelists:
  • Sean Kelly-Rand, Managing Partner, RD Advisors
  • Darrell Crate, Founder and Managing Principal, Easterly Asset Management
  • Jason Bordainick, CEO & Co-Founder, Hudson Valley Property Group
  • Kristin Dacey, CIO Real Estate, Bulltick

Kristin Dacy, CIO of Real Estate, Bulltick participated in a panel discussion “Real Assets Portfolio Exposure” as part of the Partnerships Wealth Spring Retreat conference.

(Source: Bulltick)

Kristin Dacey, CIO of Real Estate, Bulltick.

Dive into the LatAm offshore perspective on alternative investments, where offshore wealth managers dissect the increasing demand for alternative assets among Latin American clients. Join the discussion on evolving investment appetites, liquidity strategies, risk management, and the tactics to engage High Net Worth (HNW) investors in the region. Gain insights into the technical nuances of offshore wealth allocation in the world of alternatives.

(Source: Portfolio Summits)

We discussed the rapidly evolving landscape of global alternative investments, with a particular focus on real estate as a core component of diversified portfolios.

Panelists examined both the opportunities and challenges facing investors in today’s market environment. From shifting macroeconomic conditions and interest rate dynamics to regulatory changes and cross-border complexities, the conversation highlighted how global factors are reshaping investment strategies.

A key focus was the role of real estate within alternative investments—including how it can provide income generation, inflation hedging, and portfolio diversification. The panel explored sector-specific trends, geographic considerations, and the importance of disciplined underwriting in identifying resilient assets across cycles.  In an increasingly complex global environment, real estate remains a compelling alternative asset class—offering both stability and growth potential when approached with informed strategy and long-term perspective.

The discussion also addressed strategies for mitigating risk, emphasizing diversification across markets and asset types, rigorous due diligence, and strategic capital allocation. Panelists shared insights on how investors can position themselves to capitalize on emerging opportunities while thoughtfully navigating economic uncertainty. We also discussed the democratization of Alternatives.

(Source: Bulltick)

Ideas sobre el espacio de Foreign Nationals en pólizas de vida y tendencias en la industria de seguros de vida.

“Agradecemos a Partners Financial por la invitación a su Idea Forum en Austin. Fue un placer compartir ideas sobre el espacio de Foreign Nationals en pólizas de vida, con la participación de nuestro socio, Héctor Villaescusa, quien lidera esta iniciativa en Bulltick. Seguimos comprometidos en ofrecer soluciones innovadoras para nuestros clientes en este segmento.”

(Source: Partners Financial)