Diversification Reimagined: The Essential Guide to Royalty Strategies – Lincoln Financial

January 12, 2024

Overview:

Title: Diversification Reimagined: The Essential Guide to Royalty Strategies

Date: Monday, January 26, 2026

Time: 2:00 PM Eastern Standard Time

Duration: 1 hour

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Summary:

This webinar will introduce royalties as a private markets asset class and outline the collaboration between Lincoln Financial and Partners Group. The session will explain how royalties work, the structures used to invest in them, and key considerations and risks. It will also highlight Partners Group’s approach and will cover how evergreen fund structures can align with long duration royalty assets, ending with a Q&A.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Stephen Otter Managing Director, Head of Private Markets Royalties, Senior Member of Management Partners Group

Stephen Otter is head of Private Markets Royalties with close to 20 years of industry experience. Stephen spent the first decade of his career working in Investment Banking in London and the last decade focused solely on royalty investing, of which the past 3 years he was running a royalty fund for PG3 AG (the family office of the founders of Partners Group). He holds a bachelor’s degree (first) in Economics from the London School of Economics.

Liam Marston AVP, Client Investment Services Lincoln Financial

Liam Marston is the Assistant Vice President of Retail & Private Market Investments at Lincoln Financial Group with over 12 years of industry experience. Liam has spent his tenure at Lincoln focused on investment strategy and distribution, currently acting as a strategic leader for private markets fund strategies and advising on retirement plan portfolios. Previously, he led distribution strategy for ETF Model Portfolios and developed market insights for investment professionals. He holds a B.A. in Economics from Ursinus College, an MBA from Villanova University, and the CIMA^® designation.

Lincoln Financial Investments Corporation (LFI), a subsidiary of The Lincoln National Life Insurance Company, is an SEC-registered investment adviser.