Opportunities and considerations associated with a democratised private markets platform
Typically reserved for institutional investors, private markets investments are seeing increased demand from a new investor base who are looking to diversify their investment portfolio. For investment managers, this presents an opportunity to expand their client base but this doesn’t come without challenges.
This session will discuss:
- The trends across regions and asset classes as asset managers begin to consider a wider, more retail-like distribution for their products
- Considerations from both asset managers and service providers as they address the unique needs of these products (especially when it comes to timing, data and reporting)
- Catering to the needs of non-institutional investors (reporting requirements, investor education, etc.)
- What are leading asset managers excited about and what has their journey been like to date?
Introduction:
- Nick Smith, Managing Director, Private Credit, AIMA
Moderator:
- Jesse Cole, Head of Private Markets, State Street
Speakers:
- James Jefski, Head of Alternatives (North America), State Street
- Barry Johnson, SVP, Global Head of Real Assets, State Street
Sponsored by:
