Overview
Over the past several months, we have presented a series of webcasts focusing on how private markets strategies are being used in the private wealth management sector. Our third and final episode in this series will assess the expanding universe of investment vehicles and structure available – and under development for use in a portfolio of private markets funds.
Key takeaways:
- A quick review of the private markets strategies most in demand in wealth management. What are clients asking for? What strategies are falling out of favor and why?
- What vehicles and structures are currently available to meet that demand, and which need to be developed?
- What are the internal resources and external tools Wealth Managers need to assess and deploy these options successfully? Managing the regulatory, legal, and technology aspects of private markets investment vehicles and structures.
- What is the institutional space doing that can inform the Wealth Managers?
Speakers
Debra Brennan Tagg, CFP
President
BFS Advisory Group
Jack Reilly, CFA, CPA
Chief Investment Officer, Head of Private Investments and Partner
Turtle Creek Wealth Advisors
Ken Shoji, CFA
Chief Investment Officer
View Capital Advisors
Cynthia Steer, CFA
Senior Advisor
Institutional Investor
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Webinar
From why to how: Evaluating fund structures for Wealth Managers
Complimentary