October 20, 2026 • 2:00pm ET • 1 CE Credit

Portfolio Construction, Simplified

Building balanced portfolios starts with thoughtful allocation.

Designed for financial professionals, this session explores how private markets can complement traditional stock and bond allocations to create more balanced portfolios. Join StepStone Group’s Mike Elio, Partner, as he discusses the StepStone Private Markets Fund (SPRIM, ticker: XPMIX) and how advisors are using private markets to pursue diversification and long-term investment goals.

You’ll learn how to:

• Construct beyond the traditional 60/40 — explore opportunities to start or expand your portfolio by leveraging private markets
• Evaluate the role of private markets in balanced allocations — understand where private investments may fit alongside public stocks and bonds
• Assess the portfolio applications of the StepStone Private Markets Fund(SPRIM) — including potential use cases within balanced client portfolios
• Align portfolio design with client objectives — balancing growth, income, and diversification needs

Speaker

Mike Elio

Partner, Research and Investments

StepStone Private Wealth Solutions

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