Description
Advisors will learn how private equity, private credit, and private real estate are transforming portfolio construction, offering uncorrelated returns, greater diversification, and resilience during market downturns. Advisors will get a new understanding of the illiquidity premium built into private market investments, learn about the growing role of secondaries, and how private market investments can address client expectations in today’s financial ecosystem. This includes:
• Rethinking the 60/40 portfolio: Why traditional strategies are no longer enough in today’s volatile markets.
• Private markets for average investors: The innovations democratizing access to private investments.
• Illiquidity as a positive feature: Why patience is key to unlocking higher returns.
• The secondary market boom: How private market investors can experience shorter J-curves and greater portfolio diversification.
• Enhancing advisor value: How mastering alternatives strengthens client relationships and retention.
Learning Objectives
• To better understand the current state of the alternative investments landscape and the growing interest from the wealth management channel.
• Learn the key factors fueling the democratization of alternatives, including how the current market environment is demanding an expanded toolbox to meet investor needs, product innovation that has made access to alternatives more achievable, and how access to institutional-quality managers is important in these specialized markets.
• Learn how private market investments can help source growth and income, dampen portfolio volatility through diversification, and hedge the impact of inflation.
• Understand how product innovation, and access to institutional-quality managers, has helped to fuel the growth and adoption of alternatives investments by the wealth management channel.