- How to capture the depth and opportunity in the private markets
- How to diversify a portfolio past the traditional 60/40 mix using private market investment structures
- How Evergreen funds solve frictions inherent in traditional alternative structures
- How investors can integrate Evergreen funds in their financial planning strategy
An Introduction to Alternative Assets How Investing in the Private Market Can Improve Portfolio Performance
Understand the benefits and risks of investing in private markets through select alternative investment products. Certain private assets like Evergreen Funds can align portfolio strategy with wealth management goals and improve long-term portfolio performance.
June 17, 2025
1:00 - 1:30 p.m. EST
Secure Your Seat
What we’ll cover
Why you should attend
- Future Investment Trends: 90% of wealth advisors say they have already started to recommend allocating 10-15% of their client's total portfolios to alternative investments.
- Access and Flexibility: Many private market alternatives are now available to accredited investors – one in every three households in the U.S. By widening access to private markets, investors are able to balance potentially higher returns with an acceptable level of risk.
- Innovative Fund Structures Emerging: Alternative structures such as Evergreen BDCs provide high levels of flexibility and lower entry requirements, allowing more investors to align their portfolio strategy with their financial goals.
Your Hosts
Mark Flickinger
COO & General Partner
Mark Flickinger oversees fundraising, investor relations, marketing/branding, talent acquisition, and acceleration. Before joining the firm, Mark held leadership roles for the consulting firm 4th Strand. Mark's experience also includes a biotech startup developing therapeutics for cancer and autoimmune diseases. He was recently the Chairman of the Board for Venture Atlanta and serves on several company boards.
Phil Davidson
Managing Director
Phil Davidson leads efforts to build and extend relationships with new and existing investors. His expertise includes specialized venture structures, marketing ventures, buyouts, growth equity, real estate, and private credit funds. He has worked with single and multi-family offices, endowments, foundations, OCIO, pension plans, and fund-of-funds clients.
Get in Touch
Contact us.
Reach out to a member of our Investor Success team with questions or to get started as a new investor or to add to your portfolio.
