June 10, 2026 • 2:00pm ET • 1 CE Credit

Their goals, your advice: Pursuing growth with private markets

Designed for financial advisors looking to enhance long-term portfolio growth, this webcast explores how private markets can help support client objectives through differentiated sources of return and broader diversification opportunities. Historically, private markets have outperformed public market equivalents—offering higher returns with lower risk across asset classes and enhancing long-term return potential.

You’ll hear from a StepStone business development professional alongside advisors actively incorporating private markets into client portfolios, including:

• Positioning private markets for growth — how advisors incorporate private equity, private credit, and real assets to pursue long-term appreciation
• Aligning investment strategies with client goals — identifying where private markets may fit within growth-oriented portfolio allocations
• Evaluating risk and return dynamics — understanding the historical performance characteristics of private versus public markets across asset classes
• Enhancing portfolio construction — using private markets to complement traditional equity and fixed income exposures while supporting diversification and return potential

Speakers

Rachael Petronelli

VP Business Development

StepStone Private Wealth Solutions

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