Essentials of Private Markets

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Specialized Knowledge
Main
5/10/2024
1:30 PM - 2:30 PM
Fort Worth 6-8

Essentials of Private Markets

Presentation Description:
Private Market Investments, such as private equity, private credit, and real estate, have long been seen as 'alternative' investments.

This presentation will aim to demystify these asset classes and explain how they can be powerful, core allocations for client portfolios.

We'll cover the structures available, the defining characteristics of these three asset classes, and their effects on portfolios.

Learning Objectives:

  1. How to define private markets
  2. How to explain three core asset classes (private equity, private credit, and real estate).
  3. How to implement private markets in client portfolios.