Topics

• Private markets are growing part of the investment landscape, but wealth client portfolios remain significantly under-allocated relative to institutions.
  
  In this session, Chris Lvoff and Lucy Xin, Managing Directors of Apollo’s Portfolio Solutions Group, explore the emerging role private markets are playing in portfolios, methods for implementing private markets into client portfolios, and tools and techniques to help advisors scale private markets across their own books of businesses.
  
  In this class they will cover:
  • Why private markets can provide access to a diversifying set of return opportunities and exposure to important drivers of economic growth.
  • How a common framework across public and private markets can help investors construct portfolios using private equity, private credit and real assets.
  • Implementation considerations, including uncalled capital and how evergreen solutions can help maintain investment exposure.
  • How model portfolios and technology can help advisors scale private markets across their books of business.