Beyond Beta: Unlocking Growth in the Middle Market – Future Standard – 8.11.26

Future Standard - Upcoming Webcast

Overview:

Title: Beyond Beta: Unlocking Growth in the Middle Market
Date: Tuesday, August 11, 2026
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Join Future Standard’s President and Chief Investment Officer, Mike Kelly and Head of Private Equity Solutions, Dan Wilk for a discussion on the forces reshaping private equity today.

Private equity remains an important source of growth and diversification, but access alone no longer differentiates a portfolio. With capital concentrating in the largest funds, rates resetting higher, and AI redefining how value is created, the more consequential question is what segment within private equity an investor actually owns.

Discussion topics:

  • The deal, exit and fundraising trends shaping private equity year-to-date
  • How capital concentration is remapping the asset class and where opportunities lie
  • The impact of elevated rates on how sponsors are driving returns
  • Where the AI opportunity set is shifting and how investors can gain exposure

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Dan Wilk Dan Wilk Managing Director and Head of Private Equity Solutions Future Standard

Daniel Wilk is a Managing Director and Head of Private Equity Solutions at Future Standard, where he is responsible for supporting investor diligence regarding the firm’s middle market private equity initiatives. He serves as a key resource for private equity across transaction types, including primaries and secondaries (both LP-led and GP-led), and direct equity co-investments. He also leverages expertise in digital assets, real estate, alternative credit and liquid alternatives.

Previously, Mr. Wilk was the Regional Director for Northern California, covering the major wirehouse firms, registered investment advisors (RIAs) and independent broker dealers (IBDs).

He received his BA in Political Science from the University of Pennsylvania and is an Alternative Investment Analyst charter holder (CAIA).

Mike Kelly Mike Kelly President and Chief Investment Officer Future Standard

Mike Kelly serves as President and Chief Investment Officer of Future Standard and is a member of the firm’s Management Committee. Mr. Kelly shares oversight of firm strategy and leads the investment management, product development and capital markets functions.

Mr. Kelly has extensive experience in investment management, product development and business development. Prior to joining Future Standard, in 2015 he was CEO of ORIX USA Asset Management, where he led the company’s acquisition of Robeco, a $250 billion global asset management company and the largest acquisition in ORIX’s 50-year history. He started his career at Salomon Brothers and went on to work at hedge fund pioneers Omega Advisors and Tiger Management. He then helped build and lead the hedge fund firm FrontPoint Partners, where he first served as Chief Investment Officer and eventually Co-CEO.

He is a graduate of Cornell University and earned his MBA at Stanford University.

Mr. Kelly is a co-founder and board member of the Spotlight Foundation and a trustee of the Tiger Foundation. He has also formerly served as a Trustee of the Stanford Graduate School of Business Trust and as a board member of Invest in Others.

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FS Investment Solutions, LLC | 3025 JFK Boulevard | Philadelphia, 19104 877-628-8575 | www.futurestandard.com | Member FINRA/SIPC