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# Invesco: Making Private Markets Less Private

Andrew Schlossberg, President & CEO

Transcript:

Andrew Schlossberg:

[TITLE CARD: Andrew Schlossberg, President & CEO, Invesco]

We're really in a technology renaissance right now. If you're expecting things to slow down you're gonna be disappointed. And so thinking about innovation, thinking about how we can apply that for all of our stakeholders is really exciting.

[TITLE CARD: Making Private Markets Less Private]

Andrew Schlossberg:

I think the individual investor’s future is very bright.

Andrew Schlossberg:

Here at Invesco we're really excited about getting private markets into the hands of individual investors. What has historically been an institutional asset class is becoming more democratized.

[Graphic]
Size of Global Alternatives Industry (AUM)
$16.8 Trillion
(2023)
$29.2 Trillion
(2029)
Source: Preqin (Sept. 2024)

Andrew Schlossberg:

Given that we are a large private market asset manager and we serve individual investors, we're the perfect combination of somebody that can serve that growth.

Dan Thomas:

[TITLE CARD: Dan Thomas, Co-Head of Markets, Well Fargo Corporate & Investment Banking]

Invesco's one of the most sophisticated financial firms in the world. It's got a broad and deep product set. It touches investors in all parts of the globe. And as we meet Invesco's needs as a client of WF, that's really a good measure of the success we're having in building out our corporate investment bank.

Andrew Schlossberg:

WF does a great job of understanding Invesco.

Andrew Schlossberg:

Real estate's a really important investment asset class for the company, and WF is one of the leaders. As a lender, service provider, not just across real estate equity, but also real estate debt, and not just here in the U.S., but globally.

Dan Thomas: We are one of the largest commercial real estate lenders to Invesco. We're one of the most significant providers of foreign exchange trading, and we also have an extensive relationship on the sales and trading side.

Dan Thomas: With two firms such as Invesco and WF, you have to have deep relationships that extend across all products and services to make sure that you're capturing all the value for both sides.

Andrew Schlossberg:

I wake up every day and my 8,500 colleagues do the same, knowing that we're managing assets for millions of individuals and that's a really noble cause. These are people’s retirement assets. They're funding education for their children or buying a home, and so being able to deliver for them is really rewarding.

Close with music

Sponsored by WF Corporate & Investment Banking
The Next Horizon
Invesco
bloomberg.com/thenexthorizon

WF Corporate & Investment Banking (CIB) and WF Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of WF & Company and its subsidiaries, including but not limited to WF Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, WF Prime Services, LLC, member of FINRA, NFA and SIPC, and WF Bank, N.A., member NFA and swap dealer registered with the CFTC and security-based swap dealer registered with the SEC, member FDIC. WF Securities, LLC and WF Prime Services, LLC, are distinct entities from affiliated banks and thrifts. © 2025 WF & Company.

WF is not affiliated with Invesco.

Managing the assets of millions of individual investors is something Invesco CEO Andrew Schlossberg and his 8,500 colleagues across the world take very seriously.

Invesco is constantly innovating to help their individual investor and institutional investor clients. What's especially exciting for Schlossberg is helping individual investors access new opportunities in private markets, where Invesco already manages around $130 billion in assets for institutions.

### A Noble Cause

Transcript:

Andrew Schlossberg:

[TITLE CARD: Andrew Schlossberg, President & CEO, Invesco]

I wake up every day, knowing that we're managing assets for millions and millions of individuals and that's a really noble cause. These are people’s retirement assets.

Here at Invesco we're really excited about getting private markets into the hands of individual investors.

WF does a great job of understanding Invesco. That trust and partnership allows WF to bring us its best ideas and its creative solutions

Close with music

Sponsored by WF Corporate & Investment Banking
The Next Horizon
Invesco
bloomberg.com/thenexthorizon

WF Corporate & Investment Banking (CIB) and WF Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of WF & Company and its subsidiaries, including but not limited to WF Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, WF Prime Services, LLC, member of FINRA, NFA and SIPC, and WF Bank, N.A., member NFA and swap dealer registered with the CFTC and security-based swap dealer registered with the SEC, member FDIC. WF Securities, LLC and WF Prime Services, LLC, are distinct entities from affiliated banks and thrifts. © 2025 WF & Company.

WF is not affiliated with Invesco.

Andrew Schlossberg, President & CEO, Invesco

### Deep Relationships

Transcript:

Dan Thomas:

[TITLE CARD: Dan Thomas, Co-Head of Markets, Well Fargo Corporate & Investment Banking]

With two firms such as Invesco and WF, you have to have deep relationships that extend across all products and services.

WF is one of the largest commercial real estate lenders to Invesco, we're one of the most significant providers of foreign exchange trading, and we also provide strategic advice, and that's really a good measure of the success we're having in building out our corporate investment bank.

Close with music

Sponsored by WF Corporate & Investment Banking
The Next Horizon
Invesco
bloomberg.com/thenexthorizon

WF Corporate & Investment Banking (CIB) and WF Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of WF & Company and its subsidiaries, including but not limited to WF Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, WF Prime Services, LLC, member of FINRA, NFA and SIPC, and WF Bank, N.A., member NFA and swap dealer registered with the CFTC and security-based swap dealer registered with the SEC, member FDIC. WF Securities, LLC and WF Prime Services, LLC, are distinct entities from affiliated banks and thrifts. © 2025 WF & Company.

WF is not affiliated with Invesco.

Dan Thomas

Co-Head of Markets, WF Corporate & Investment Banking

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