Thursday, June 8, 2023 from 9:00 AM to 10:00 AM EDT
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Christine Stewart 
FPA Philadelphia 

June 8th, 2023 Ares Wealth Management Webinar 

Join Carlin Calcaterra, Principal, Co-head of Financial Advisor Solutions Team at Ares Wealth Management as she discusses Welcome to the New Old Frontier | Private Markets Investing 101.

Private markets are growing in size and scale. Investments in private markets have been a core holding in institutional portfolios for many years, driving superior and stable returns, in particular relative to public markets. Today, these markets are becoming increasingly accessible through liquid and semi-liquid product structures. This “democratization of alternatives” allows for private market investments to be used by financial advisors on behalf of their end clients in a way they never have before. We aim to educate advisors on what these investments are and how they can better help advisors and their clients achieve their financial plan goals.

We hope attendees leave with a better understanding of the answers to these three key questions:

  1. What are private markets and their associated asset classes?
  2. How and why do private market investments add value in a portfolio?
  3. What role can private market investments play in a broader asset allocation?

1 CFP CE Credit Approved