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Upcoming Webinar

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Private Equity 101

​This webinar will explore the foundational aspects of private equity investments and provide current insights from a leading private equity investment firm.

  • Private Equity in the Macro Backdrop

  • Private Equity Current Opportunities

  • KKR Differentiators

Date and time

Wednesday, 6/26/2024

8:00 pm ET / 7:00 pm CT / 6:00 pm MT / 5:00 pm PT

Duration: 45 mins

Who should attend

Investors seeking guidance from experienced private market advisors 


Li Leo Ma, CEO, Annova Advisors


Victoria Krauel Santa-Cruz

Analyst, US Private Wealth Partners, KKR

Victoria Krauel Santa-Cruz (New York) joined KKR in 2024 as an Analyst on the US Private Wealth Partners team within the firm's Global Wealth Solutions Group. Ms. Krauel Santa-Cruz works as an analyst on the RIA and Bank Trust team, which is focused on supporting financial advisors and high-net-worth clients across KKR's suite of alternative investments. Prior to KKR, Ms. Krauel Santa-Cruz worked as a distribution professional for Lord Abbett Asset Management, focusing on a full suite of equity and fixed-income solutions. She received a degree in International Relations from the George Washington University.

About KKR

KKR is a global investment firm investing across private markets in every asset class all over the world, our mission is to fortify companies and communities and help secure the futures of the institutions and individuals counting on us. We have a deep commitment to our clients and portfolio companies and believe in shared success. Our Global Wealth Solutions for eligible individual investors across private equity, private credit, infrastructure, and real estate draw on an investment process honed over nearly five decades and many market cycles. We take enormous pride in our one-firm approach, operating proactively and collaboratively across businesses and geographies to achieve the best possible results. We continually look to help one another and work together towards common goals. We know from experience that we can achieve much more collectively than any of us could individually. In keeping with this approach, every employee at the firm has an equity interest in KKR and shares in our success.

Past Webinars

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The Power of Free Cash Flow - 4/17/2024

  • How do we define value?

  • What is Free Cash Flow Yield?

  • How does Free Cash Flow investment work?


Michael Norton, Managing Director, Pacer Financial, Inc.

About Pacer ETFs

Pacer ETFs is a 10-time award winning exchange traded fund (ETF) provider that has been recognized for its client-focused philosophy. Its Strategy Driven ETFs™ serve as tools to help investors navigate turbulent markets. Pacer Advisors is the 15th largest U.S.-listed ETF issuer with around $43B AUM, according to VettaFi. 

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Allianz Women, Money, and Power®: Take control of your financial future - 3/27/2024

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John Thyberg, CFS®, CAS®, CIS™, Retirement Consultant, Regional Vice President, Allianz

About Allianz Life

Allianz Life Insurance Company of North America (Allianz Life) is a leading provider of financial and retirement solutions. Our mission – we secure your future – informs how we operate, every day. Our vision – living your life with confidence – is our hope for every customer who entrusts their money to our care. At the end of the day, we want to help people manage risks in retirement. ​Allianz SE is a global financial powerhouse serving more than 125 million customers worldwide. Allianz SE was founded in 1890 in Munich, Germany. Allianz Life joined the Allianz SE family of companies in 1979. Allianz Life is one of a five affiliate Allianz companies in North America.

Products are issued by Allianz Life Insurance Company of North America (Allianz) and variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 This notice does not apply in the state of New York. 

• Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF

Product and feature availability may vary by state and broker/dealer.

Allianz Life Insurance Company of North America, Allianz Life Financial Services, LLC, and Allianz SE are not affiliated with Annova Advisors.

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  • Why do institutions invest in life settlements?

  • Discuss the current opportunities in life settlement fund allocation.


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About UpMarket

UpMarket's mission is to democratize access to private markets for individual investors by offering a unique blend of technology-driven solutions and personalized service. Founded in 2019, UpMarket has delivered seamless investment-to-exit management across diverse asset classes including pre-IPOs, hedge funds, real estate, private equity, and venture funds. We are committed to simplifying the complex world of alternative investments. UpMarket has facilitated over $150 million in private-market investment. Our approach is designed to provide individual investors with institutional-grade investment opportunities that were once out of reach, empowering them to diversify their portfolios and seek unique capital appreciation opportunities. 

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  • Discover the benefits of strategic digital asset allocation.


Shuki Lipsky, Senior Regional Consultant, Bitwise Asset Management

About Bitwise Asset Management

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Convertible Securities 101 - 1/11/2024

  • What are convertible securities and how do they work?

  • Market opportunity for convertible securities

  • Convertible offerings to consider with Annova advisors


Scott Becker, CFA

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About Calamos Investments

Calamos' history traces back to the challenging markets of the 1970s, when John P. Calamos, Sr. began his investment career using convertible securities to help clients build wealth and manage risk. The hallmarks of those early days—innovation, risk management, and client focus—continue to define its organization today. Calamos' investment solutions include alternative, equity, sustainable, multi-asset, fixed-income, and convertible strategies. Calamos views its success and longevity as a reflection of its ability to meet the demands of investors through long-term performance, organic growth, and strategic acquisition. Calamos has also expanded its presence in New York and Chicago, grown its wealth management capabilities, and established as a leading liquid alternatives provider, the third largest in the United States. Headquartered in Naperville, Illinois, Calamos Investments has offices in Chicago, New York, San Francisco, Milwaukee, Portland, and the Miami area.

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PRIVATE CREDIT 101 - 11/9/2023

  • Overview of Private Credit

  • Opportunities in Private Credit Given Today’s Market Environment

  • Allocation of Private Credit Funds by Annova


Susanna Norris, Regional Director, The Carlyle Group

About the Carlyle Group

The Carlyle Group is a global investment firm with deep industry experience that deploys private capital across three business segments: Global Private Equity, Global Credit, and Global Investment Solutions. With approximately $385 billion of assets under management, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies, and the communities in which we live and invest. Carlyle employs more than 2,200 people in 29 offices across 5 continents.

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