Brendan McCurdy, Head of Research and Marketing for Ares Wealth Management Solutions, joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Summit to discuss advisor education on private market investments.
AccessAres provides transparent insights into private markets, including current pricing and deal flow. Ares offers access to investments in private equity, private credit, private real estate, and private infrastructure. Investor goals served by these strategies include durable income, diversified equity, and tax-advantaged real assets.
Advisors have questions regarding how geopolitical events are likely to impact private market investments. Advisors who are new to private markets are most interested in portfolio construction and how these investments will integrate with their public market portfolio. Ares’ financial advisor solutions team publishes research and can work with advisors to answer questions their clients might have. The services include working with advisors to model the impact that private markets allocations might have on their portfolio outcomes. McCurdy notes the importance of asset managers in providing private markets education and consulting, which improves investor outcomes and builds relationships.
McCurdy states that while niche managers may have an advantage in public markets, private markets managers of scale have more information about and access to deal flow.
WEBCAST – What is the New Economy? Trends Shaping the Future of Real Estate
Join Julie Solomon, Partner and Co-Head of Ares Real Estate, Dave Fazekas, Partner and Head of North America Logistics, and Michael Steele, Partner, Real Assets, Ares Management as they share the impact of themes like shifting global supply chains, digitization and the growing demand for data centers and how investors can participate in this transformational growth as we head into a new market cycle.
This session will provide key insights into:
- Defining the “New Economy” and how it is reshaping the real estate industry
- Long-term tailwinds that are bolstering growth for real estate
- Key property types to focus on for the next cycle, including logistics and data centers
Accepted for 1 CFP® / IWI / CFA CE Credit