PPB Team Summit: Momentum in Motion Recap
December 8, 2025
One Vision, Aligned Paths
We’re still building on the momentum from last week’s Team Summit. Candid conversations with our partner firms and industry friends sparked fresh thinking about leadership, innovation, and where the industry is headed. Their insights fueled meaningful dialogue and helped clarify a shared vision for the future, highlighting the value of collaboration and peer-led discussion.
With our teams aligned and focused, we are committed to adapting to meet what’s next. From reflecting on foundational principles to exploring transformation and innovation, the summit reinforced coordinated progress across the organization. We are grateful to our guests and teams for their time, expertise, and partnership in making these conversations both impactful and inspiring.
Foundation / Transformation / Innovation
Topics Covered:
- Foundation: Reflections on where we started and the principles guiding our work
- Transformation: Adapting strategies to address evolving priorities and challenges
- Innovation: Advancing new ideas and technology to shape the future
Topics Covered:
Custom Fund Collaboration: A Case Study
Technology Moving Together
CMS Investment Engine: Driving Alternatives Innovation
Service Offering: Driving Alternatives Expansion
