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Beyond Public Stocks: Unlocking Private Market Growth Secrets

Beyond Public Stocks: Unlocking Private Market Growth Secrets

FromWealthion - Be Financially Resilient


Beyond Public Stocks: Unlocking Private Market Growth Secrets

FromWealthion - Be Financially Resilient

ratings:
Length:
37 minutes
Released:
Feb 15, 2024
Format:
Podcast episode

Description

Join Wealthion host Eric Chemi as he discusses the intriguing world of private markets with Bob Long, CEO of Stepstone Private Wealth. Discover why individual investors should turn their attention to private equity for premium returns, diversification, and access to growth. From the shrinking public equity universe to the innovative evergreen funds, learn how technology and new strategies are reshaping the way we invest in the private sector. Chemi and Long will also dive into the mechanisms of secondary markets, the critical evaluation of evergreen funds, and the reliability of private asset valuations. Uncover the changes in investor access over the past decade and how technology has transformed private market investments.

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com.

Timestamps:
01:37 - Shrinking Public Equity Universe
02:15 - Private vs. Public Market Dynamics
05:20 - Accessing Private Markets for Ultra High Net Worth Individuals
07:18 - Drawdown Funds vs. Evergreen Funds
10:05 - Impact of Interest Rates on Private Equity
13:31 - Evergreen Funds: A Gateway for Individual Investors
16:15 - The Role of Defined Contribution Alternatives Association
18:24 - Understanding Evergreen Funds
22:42 - Trusting Private Company Valuations
27:39 - The Shift from Public to Private Investing
32:27 - Evaluating and Comparing Evergreen Funds
36:13 - Closing Thoughts
Released:
Feb 15, 2024
Format:
Podcast episode

Titles in the series (100)

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