Private Market Investing: How to Diversify with Alternative Funds
Integrating alternative assets like Evergreen funds can align portfolio strategy with wealth management goals and improve long-term portfolio performance.
Wednesday, September 11, 2024
2:00 - 2:30 p.m. EST
SECURE YOUR SEAT
Why You Should Attend
- Future Investment Trends: 90% of wealth advisors say they have started to recommend allocating 10-15% of portfolios to alternatives.
- Access and Flexibility: Many private market alternatives are available to accredited investors, allowing them to balance potentially higher returns with an acceptable level of risk.
- Evergreen BDC Funds: These innovative alternative structures provide high levels of flexibility and lower entry requirements, allowing more investors to align their portfolio strategy with their financial goals.
What You'll Learn
- 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
Agenda
- Private Market Investing: The Time is Now
- Three Benefits of Alternatives
- Private Market Asset Types
- Private Market Structures
- Open Q&A session
Your Hosts
Mark Flickinger
COO and 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 is 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.
Related Educational Content
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focused on integrating alternative private market funds.