Their goals, your advice: Delivering income with private markets

Designed for financial advisors seeking more durable and diversified income solutions, this webcast explores how private markets can help support consistent cash flow, reduce reliance on traditional income sources, and enhance long-term portfolio outcomes. Deliver more consistent income through diversification and durable return streams. Private markets can play a role in diversified portfolios by offering differentiated sources of income and exposure that may complement public market investments over time.

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

  • Delivering differentiated income streams — how advisors incorporate private credit and other income-oriented private market strategies into client portfolios
  • Enhancing diversification within income allocations — complementing traditional fixed income exposures with alternative sources of return and yield
  • Supporting client confidence through market cycles — evaluating how private markets may help reduce uncertainty and provide more durable outcomes over time
  • Aligning portfolio construction with client objectives — positioning private markets within income-focused and retirement-oriented investment strategies



Speakers

Shannon Kenska

VP Business Development

August 12, 2026 | 1:00pm ET

Their goals, your advice: Delivering income with private markets

Accepted for 1 CFP / IWI / CFA CE Credit

Already Registered?

 

Copyright RIA Database & RIA Channel. All Rights Reserved © 2026.