Investor Webinar: Enhance Your Portfolio with Evergreen BDC Funds

How Alternative Funds can strengthen and diversify your portfolio

August 13, 2024
11:00 a.m. - 12:00 p.m. EST

Secure Your Seat

Within the next decade, individual investment portfolios are expected to allocate 10-15% of assets to alternative investment structures. Nearly 90% of wealth advisors plan to recommend these increases.

Once reserved for institutional investors, many alternative investments are now accessible to accredited investors. This accessibility is one reason more HNWIs are capturing benefits like public market outperformance, exceptional flexibility, and low volatility.

Evergreen Business Development Company (BDC) funds stand out in the alternatives category. During this webinar, you'll learn how alternatives and Evergreen BDCs are uniquely able to enhance your portfolio and help you achieve financial goals.

You Will Learn:

Agenda:

  • The role of alternatives in a diversified portfolio
  • Benefits of Evergreen funds via traditional alternative structures
  • How advisors are using Evergreen funds in their financial planning strategy
  • The BIP Capital private market investment platform
  • Introduction to Evergreen BDC Structures
  • Benefits of Evergreen BDCs Over Traditional Fund Structures
  • How RIAs are Integrating Evergreen Funds
  • About BIP Capital Evergreen BDCs
  • Q&A Session

Register now to secure your spot.

We will send educational materials and exclusive invitations to events focused on helping investors
integrate alternative private market investment vehicles into their portfolios.