How advisors size, access and run private markets for clients: evergreen funds, platforms, due diligence and operations. Selected by our editors.
27 videos and podcasts · new this week: 7
It gives wealth professionals a manager-founder perspective on how alternatives are being discussed with advisors and how AI may affect advice delivery and advisor workflows. The episode also touches on trust, regulation, convergence and private credit, all relevant to how advisors frame and operate alternative allocations.
The episode is a sitting with a senior executive at a large alternatives manager about how private markets products are distributed and supported in the wealth channel. Advisors who allocate to alternatives may find the discussion of education, access and portfolio design relevant to their own evaluation of platforms and managers.
New manager videos, podcasts and our own alternatives in wealth stories on My Desk and in your morning edition.
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