Join us for "Part I - Welcome to the New Old Frontier: Age of Access" presented by Ares Wealth Management Solutions LLC
Date: Wednesday, May 3rd
Time: 12:00 pm to 1:00 pm
Format: Virtual through Zoom
This presentation has been approved for 1 CFP CE.
Please join Carlin Calcaterra, co-head of Ares’ Financial Advisor Solutions Team (FAST), for a discussion surrounding the growth of private markets, traditional barriers to entry and the structures that have enabled broader access to the asset class. FAST serves as the firm’s asset allocation specialists, providing our partners with research, education and tools that demonstrate the diversification and performance benefits that private market investments can offer within a broader portfolio. We look forward to sharing our insights and discussing best practices for scalable deployment of private market solutions across your client’s portfolios.
About the presentation: Welcome to the New Old Frontier is a 3 part series that delivers a history and overview of the three major private market asset classes, new structures in which they are available, why and how they're used, the potential benefits of including each in portfolios and considerations for portfolio construction. Participants should be able to walk away with an understanding of…
- The evolution of financial markets over the past three decades
- The development of new vehicles structures allowing advisor access to private market strategies
- The characteristics of the three major private market asset classes, including the benefits for portfolio construction
- Behavior of private market asset classes in today’s investing environment
- Ideas for integrating private markets into a portfolio’s asset allocation
About the presenters:
Carlin Calcaterra | Principle, Co-Head Financial Advisor Solutions Team
Ms. Calcaterra is a Principal and Co-Head of the Financial Advisor Solutions Team within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Ms. Calcaterra was a Vice President at Mercer Investments. Previously, Ms. Calcaterra was a Vice President at Goldman Sachs, where she focused on the strategy, construction and implementation of multi-asset portfolios for institutional clients. Ms. Calcaterra holds a dual B.A., magna cum laude, from Bucknell University in Economics and French.
Brendan McCurdy | Managing Director, Co-Head Financial Advisor Solutions Team
Mr. McCurdy is a Managing Director and Co-Head of the Financial Advisor Solutions Team within Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Mr. McCurdy was a Senior Portfolio Manager at Partners Group in Denver, where he focused on building and managing private markets custom separate accounts and semi-liquid funds. Previously, Mr. McCurdy was the Head of International Portfolio Solutions and Head of International Product Strategy at Goldman Sachs in Chicago, New York and London. In addition, Mr. McCurdy was a Financial Advisor at Ameriprise Financial. Mr. McCurdy holds a B.A. from Hillsdale College in Finance and an M.B.A. from the University of Chicago Booth School of Business.