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 Solutions
David Bodamer - Host
Executive Director
WMRE