Date: Thursday, May 5, 2022

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Addepar

Private capital stands at an inflection point. Advisors seeking to profit from the diversification potential of non-public markets are ramping up client allocations, often to alternative asset classes. These alternatives range from Real Estate Investment Trusts (REITs) and other relatively liquid securities, to hedge funds and private equity vehicles to direct investment in private companies. For some wealth managers, the growth and the democratization of private capital markets have arrived. But for others to get there, they must leverage the right tools to efficiently onboard clients, and gain the necessary data to effectively manage those investments. These opportunities all remain within reach with the right drive and knowledge.

Join this complimentary webcast to dive into the growth of private capital investments and discover how your firm can capitalize on this emerging market opportunity to impact your clients’ portfolios and your bottom line.  You will learn:

• How to  overcome hesitations you may have about incorporating alternatives into your offerings
• What is driving growth of private capital investments among registered investment advisors
• What technological hurdles must be scaled to succeed in the private capital ecosystem and how you can do that more easily

Speakers: 

Matt Saunders | Product Marketing Manager | Addepar

William Trout | Director, Wealth Management | Javelin Strategy

Mike Gault | Partner | Mirador, LLC