Alternative Allocations: Advisor Alternatives Forum

We recently hosted nearly 100 advisors in our Boston office, providing them with access to and insights from our private markets Specialist Investment Managers: Lexington Partners, Clarion Partners and Benefit Street Partners. They heard from business leaders, CIOs and portfolio managers as we explored the growth and opportunities across private markets.

Dave Donahoo, Head of Wealth Management Alternatives, noted that, “It was so great having advisors in person so they could conduct further diligence on our various funds and managers. The advisors were engaged throughout our meetings and left with a better understanding of the depth and breadth of resources available to them from insights from the managers, white papers, blogs and podcasts designed to help them make better informed decisions about allocating capital.”

Personally, I enjoyed speaking to the advisors, sharing research and answering a myriad of questions from product evolution to portfolio construction and improving discussions with clients. As I often do at our due diligence meetings, I presented Building Better Portfolios with Private Markets, sharing historical data on these versatile tools, discussing lessons learned from institutions, and using case studies to illustrate the impact of adding private markets to client portfolios.

As a token of our appreciation, we also provided signed copies of my new book to the participants. I don’t know who was more excited—my sharing my book with them or the advisors who were seeking a more comprehensive overview on this rapidly evolving segment of the marketplace.