In this episode of The Trusted Adviser Podcast, host Rob Pyne is joined by James Damicoucas and Tom Bernard from Frontier Advisers to explore the growing accessibility of private markets for financial advisers. They discuss the rise of evergreen funds, key investment structures, and how advisers can integrate private equity, private debt, unlisted property and infrastructure into client portfolios.
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Topics covered
- The Growing Accessibility of Private Markets
- Evergreen Funds and Liquidity Considerations
- How Advisors Can Integrate Private Markets into Client Portfolios
- The Rising Demand for Private Market Exposure
- Evaluating Risk-Return Profiles in Private Markets
- Due Diligence and Key Considerations for Advisors
Show notes and transcript
For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser Website here: