The landscape of private markets strategies available to Registered Investment Advisor and wealth managers is evolving rapidly, driven by the expansion of investment vehicles such as semi-liquid funds, secondaries, and interval funds. While a future webcast will cover fund structures in detail, today’s discussion will focus on how RIAs and wealth managers can effectively evaluate and select private market strategies—and the GPs behind them—that best align with their clients’ investment objectives. 

Success as an advisor isn’t just about knowing what’s available; it’s about understanding which strategies are best suited to each client’s unique financial goals. Often, what clients want in their portfolios differs from what they actually need. This session will provide actionable insights to help advisors navigate these challenges and deliver value beyond returns. 

Discussion Points:

• The growing importance of private markets strategies: Beyond returns, what’s driving demand—including the compression of public equity markets. 
• Which private market strategies are in highest demand today, which are losing relevance, and why. 
• Emerging strategies and their role in client portfolios—what’s gaining traction, and what gaps remain in the current landscape. 
• Lessons RIAs and wealth managers can take from institutional LPs to refine their approach. 

Join us for this essential discussion on optimizing private markets allocations for client success. Sponsored by Institutional Investor.

Sponsored by: 

Institutional Investor