Welcome to the New Old Frontier: Private Markets Investing 101
Presented by: Ms. Carlin Calcaterra, Principal, Co-head of Financial Advisor Solutions Team (FAST), Ares Wealth Management
Private markets are growing in size and scale. Investments in private markets have been a core holding in institutional portfolios for many years, driving superior and stable returns, in particular relative to public markets. Today, these markets are becoming increasingly accessible through liquid and semi-liquid product structures. This “democratization of alternatives” allows for private market investments to be used by financial advisors on behalf of their end clients in a way they never have before. We aim to educate advisors on what these investments are and how they can better help advisors and their clients achieve their financial plan goals.
There is no cost to attend this webinar, but pre-registration is required. There is also a 48 hour cancellation notice required.
One hour of CFP CE Approved