Out With the Old, In With the New: A New Asset Allocation Approach Utilizing Private Markets

iStock-1282216331.jpg Resources>Webinars Out With the Old, In With the New: A New Asset Allocation Approach Utilizing Private Markets Monday, November 06, 2023 | 2:00 PM ET

Please join us for a webinar discussing the potential benefits of allocating up to 50% of your clients’ portfolios to private markets. 

History has shown that while you cannot control the inevitable changes in the market, you can control how you choose to adapt. Join Brendan McCurdy and Carlin Calcaterra, Co-Heads of Ares’ Financial Advisors Solutions Team, as they address the demographic shifts that have led advisors to seek solutions outside the traditional scope of the 60/40 model portfolio and culminate in why investing up to 50% in private markets may benefit individual investors for long-term wealth creation. Furthermore, join as they share key considerations for portfolio construction, diversifying risk, and insight on why we believe investing up to 50% of a portfolio in private markets, utilizing a risk-based approach, can help build more intentional and controlled outcomes for clients. 

  • Enhance understanding of incorporating private markets into your portfolio
  • Explain the importance of diversifying risk rather than asset class
  • Illustrate the potential outcomes/values of allocating up to 50% to private markets

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by

 

 

Brendan McCurdy
Managing Director, Co-Head Financial Advisor Solutions Team,
Ares Wealth Management Solutions

 

Carlin Calcaterra
Principal, Co-Head Financial Advisor Solutions Team
Ares Wealth Management Solution

 

David Bodamer - Host
Executive Director
WMRE

 

  .uuid-2f21862d-cd76-4b1c-9b33-e99594778584 {height:1700px; width:100%; }

 

 

 

TAGS: Resources Related Sponsored

Owl Media Group takes pride in providing social-first platforms which equally benefit and facilitate engagement between businesses and consumers and creating much-needed balance to make conducting business, easier, safer, faster and better. The vision behind every platform in the Owl Media suite is to make lives better and foster a healthy environment in which parties can conduct business efficiently. Facilitating free and fair business relationships is crucial for any thriving economy and Owl Media bridges the gap and open doors for transparent and successful transacting. No advertising funds influence the functionality of our media platforms because we value authenticity and never compromise on quality no matter how lucrative the offers from advertisers may seem.

Originally posted on: https://www.wealthmanagement.com/webinars/out-old-new-new-asset-allocation-approach-utilizing-private-markets