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PFP2437

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

Date
June 6, 2024
$49
Standard Price
This product is also available as part of the following products:
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This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2024)
Thumbnail for AICPA & CIMA ENGAGE 2024
This includes sessions from AICPA & CIMA ENGAGE 2024:

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

  • Compare the variety of strategies in private markets and the impact they may have on investor outcomes.
  • Distinguish how to incorporate private market allocations into investor portfolios to capitalize on their differentiated sources of return.
  • Apply practical skills to understand commitment planning and liquidity needs to build private market allocations.
  • Identify opportunities that exist in the current environment and how to position the portfolio to best take advantage of these opportunities.

Speakers

Speaker Image for Daniel Murphy
Managing Director, Goldman Sachs
Speaker Image for Juliana Hadas
Vice President, Goldman Sachs

General

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