Join experts from Calamos, Aksia, and ABS Global Investments, for a discussion of investment opportunities in private equity and venture capital. Topics include sector diversification, the exit environment, and opportunities in secondary investments.
WEBCAST – PE & Venture: Positioning Portfolios for the Next Cycle
After years of limited liquidity, private equity and venture capital markets are entering a new phase as exit activity accelerates and investor access expands. As client interest grows, advisors are re-evaluating how private markets fit into portfolios today.
In this session, you will learn:
- How venture capital models are shifting as AI enables leaner teams and lower capital needs
- What renewed exit activity means for valuations, timing, and portfolio construction
- How secondary markets are being used to manage liquidity and exposure
- Whether tech-heavy allocations should be balanced with increased exposure to industrials and asset-backed businesses
Accepted for 1 CFP® / IWI / CFA CE Credit