With comprehensive oversight and deep expertise in a diverse array of investment vehicles, including real estate, real assets, hedge funds, private equity, private credit, and liquid alternative solutions, our mission is to demystify these often lesser-known asset classes. By providing clear, real-world examples, we aim to bridge the knowledge gap and empower investors to make informed decisions. Our goal is to bring these complex investment opportunities to life, showcasing their strategic value and how they can be effectively integrated into a diversified portfolio to achieve long-term financial objectives.

On today’s episode, Dr. David Kelly is joined by Brandon Robinson, Deputy Head of Private Markets, to discuss the different ways that adding alternatives into a portfolio can enhance clients’ outcomes and the benefits of private market investing.

Watch the video version on YouTube.

For more resources on the Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly on Apple Podcasts and Spotify.