Uploaded October 2025 | Updated September 2026, 2 weeks ago
Private equity, credit, real estate, and infrastructure are becoming essential offerings for RIAs working with high-net-worth clients. This panel dives into how firms are using semi-liquid vehicles, evergreen structures, and single-manager funds to bring these asset classes into client portfolios. Experts share how to educate your team, manage risks, and build a scalable private markets strategy that aligns with client needs and firm goals.
Private equity, credit, real estate, and infrastructure are becoming essential offerings for RIAs working with high-net-worth clients. This panel dives into how firms are using semi-liquid vehicles, evergreen structures, and single-manager funds to bring these asset classes into client portfolios. Experts share how to educate your team, manage risks, and build a scalable private markets strategy that aligns with client needs and firm goals.
