Out With the Old, In With the New: A 50% Private Markets Portfolio

History has shown that while you cannot control the inevitable changes in the market, you can control how you choose to adapt. Please join Brendan McCurdy and Carlin Calcaterra, Co-Heads of Ares’ Financial Advisor Solutions Team, as they discuss why and how investing up to 50% of a portfolio in private markets, utilizing a risk-based approach, can help to build more intentional and controlled outcomes for clients.

Topics include:

  • Risk-based diversification versus traditional portfolio construction techniques
  • AWMS New Moderate Model Portfolio utilizing up to 50% in private markets
  • How to customize the New Moderate Model Portfolio to create goals-based allocations (“Growth & Income” and “Income”)

Speakers

Carlin Calcaterra

Principal, Co-Head Financial Advisor Solutions Team • Ares Wealth Management Solutions

Brendan McCurdy

Managing Director, Co-Head Financial Advisor Solutions Team • Ares Wealth Management Solutions

More Details

Thank you for your interest in the Ares A 50% Private Markets Portfolio Outlook. To request additional information on the topics discussed during this webcast, please visit https://areswms.com.

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