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Concurrent Session Onsite and Online

PFP2437. Mapping the Private Roads: Understanding and Investing in Private Market Strategies

Private markets have been some of the fastest-growing asset classes of the last decade, reaching over $13tn in assets from less than $700bn at the turn of the century, capturing headlines and gaining allocation share in institutional and individual portfolios. This session will provide an overview of private market strategies, highlighting the varied and complementary roles they can play in investor portfolios and the key return drivers across the private markets. It will offer practical, differentiated ideas for how to incorporate private market allocations, address the J-curve, build commitment plans, and manage liquidity, while highlighting recent developments in vehicle formats and current investment opportunities.


Learning Objectives:

  • Understand the variety of strategies in private markets and the impact they may have on investor outcomes
  • Understand how to incorporate private market allocations into investor portfolios to capitalize on their differentiated sources of return
  • Develop practical skills to understand commitment planning and liquidity needs to build private market allocations
  • Understand opportunities that exist in the current environment and how to position the portfolio to best take advantage of these opportunities
Date/Time
CPE Credits
1.5
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
PFP