As investor demand for private assets accelerates, the ability to provide customized private asset portfolios is becoming a critical capability for investment solutions and OCIO providers.

Building custom private portfolios requires providers to address each client’s unique return objectives, risk tolerance, liquidity needs, investment vehicle preferences, and reporting requirements. Providers must also deliver this customization efficiently and at scale, extending the benefits of that scale to the client.

This webinar brings together two seasoned leaders from market-leading firms whose expertise spans both sides of the investment solutions ecosystem. Our speakers will offer complimentary insights drawing on their distinct vantage points across custom private portfolio design and private asset investing.

The discussion will explore:

• Incorporating private assets into customized solutions and OCIO portfolios
• The outlook for key private asset classes, including client demand, opportunities, risks, and access to compelling investment options
• Private asset portfolio options for smaller and larger clients
• Best practices for asset managers seeking to partner effectively with solutions and OCIO providers

Speakers

Tanya Barnes
Managing Director and Senior Portfolio Manager, Institutional Portfolio Solutions, Multi-Asset Solutions
J.P. Morgan Asset Management

Greg Ward
Deputy Head of Product Management and Investment Director, IG Private Credit
Loomis Sayles

Moderator
Amanda Tepper
Managing Partner
Chestnut Advisory Group