Private Markets Get Practical – Macquarie – 2.17.21

Overview:
Title: Private Markets Get Practical
Date: Wednesday, February 17, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand. Dive into the many styles of private equity, private credit, and “infra-real” strategies and learn how recent developments could finally make them practical choices for your clients. Bob Rice leads a tour of the major private markets asset classes and the key developments that allow you to integrate them intelligently into your practice. Whether or not you currently invest in private markets, you will learn more about:

  • Return and risk characteristics of different private market asset classes and styles
  • Key considerations in portfolio construction and diversification
  • New product structures designed for easy deployment across an advisor’s practice.

Speaker:
Bob Rice Bob Rice Senior Advisor to Macquarie Investment Management

Bob Rice, “the advisor’s advisor” is a passionate advocate for investment professionals. He demonstrates why, and by how much, they can help improve financial outcomes for clients through portfolio construction and product selection, and explains the new investment options that advisors can deploy to retain and attract high net worth clients. Bob also coaches organizations within and beyond the financial services industry on navigating their businesses through periods of change. He has explained these topics for years through his lectures and webinars, regular television spots, articles, and books, such as the bestselling Three Moves Ahead and The Alternative Answer. In addition to serving as senior advisor to Macquarie Investment Management, Bob is the managing partner of Tangent Capital, a boutique investment bank and consultancy. He is also a senior advisor to Wilshire Associates, and a board member of Nasdaq Private Markets and of the investment advisor to the Value Line Funds. He serves on the editorial board of the Investments & Wealth Monitor. Bob’s unique insights derive from an exceptionally diverse career. After serving as a trial attorney at the US Department of Justice, he became a partner at the international law firm Milbank Tweed, where he focused on financial product development, tax, and ERISA matters. He then launched a technology startup that became the public company Viewpoint, of which he was the CEO. Along the way, he was also the commissioner of the worldwide Professional Chess Association. RicePartners.com* hosts Bob’s recent award-winning articles, presentations, events calendar, and a library of his TV Buzzwords.