Private markets in motion: navigating the next phase of growth – New York Life Investment Management – 6.22.26

NYLIM Upcoming Webcast

Overview:
Title: Private markets in motion: navigating the next phase of growth
Date: Monday, June 22, 2026
Time: 10:00 AM Eastern Daylight Time
Duration: 1 hour

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Summary:

Private markets have demonstrated remarkable growth over the past decade. As we move through 2026, evolving market conditions are creating both new opportunities and important considerations for investors across private equity and private credit.

At the same time, the industry continues to innovate through the expansion of evergreen and semi-liquid structures, advances in liquidity solutions, and broader access to investment opportunities.

In this webinar, we will explore the current private markets environment, discuss where investors are finding opportunity today, and examine how innovation and democratization may shape the future of the asset class.

Join us for a timely discussion where we will cover:

  • The current state of private equity and private credit markets
  • The macroeconomic and market forces shaping private markets
  • Innovation in private markets, including secondaries, continuation vehicles, evergreen funds, and semi-liquid structures
  • How expanding access is changing the way investors approach private market investing
  • The role of private equity and private credit within diversified portfolios

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Sarah Hirsch Sarah Hirsch Global Market Strategist New York Life Investment Management

Sarah Hirsch is a Global Market Strategist at New York Life Investment Management, where she is responsible for economic and market research, asset allocation perspectives, and thought leadership to empower investment decision-making. With deep experience in both public policy and markets, Sarah brings a unique global perspective to her research. Sarah is passionate about translating complex financial trends into actionable strategies across asset classes. Prior to joining New York Life, Sarah served extensively in government. Most recently, she held senior economic policy positions at the U.S. Department of the Treasury, where she was awarded the Treasury Secretary’s Exceptional Service Award for her service. Sarah graduated summa cum laude from the George Washington University and has a Master’s Degree in Finance from Johns Hopkins University. She is a term member of the Council on Foreign Relations.
Frantz Paulus Frantz Paulus Managing Director and Head of Private Credit Business Development Apogem Capital

Frantz is a member of the Business Development & Investor Relations team. He is responsible for business development and consultant relationships globally. Clients include public/corporate pension plans, foundations, endowments, and family offices. Frantz joined Apogem Capital in 2024. He began his career in the financial services industry in 1998.
Jeremy Held, CFA Jeremy Held, CFA Managing Director and Head of Evergreen Private Equity Bow River Capital

Jeremy Held is responsible for Bow River Capital’s registered asset management business including investment oversight, research and product development. Prior to joining Bow River Capital in 2019, Jeremy was the Director of Research and Chief Investment Officer (CIO) at ALPS Advisors, a Denver-based asset manager that specializes in registered fund vehicles focused on real assets and alternative investments. Jeremy began his career at ALPS in 1996 and helped lead a variety of business initiatives over two decades, including the launch of the firm’s asset management business in 2007. As CIO, Jeremy was responsible for manager selection and oversight and was ultimately responsible for all aspects of the ALPS Advisors business, overseeing 44 registered investment companies and more than $20 billion in assets. Jeremy graduated from the University of Colorado with a degree in International Business. He is a CFA® charter holder and a member of the CFA Society of Denver. Jeremy is on the board of Principal Real Estate Income Fund and Habitat for Humanity of Metro Denver.
Important disclosures

This presentation represents an assessment of the market environment as of a specific date and is subject to change; and is not intended to be a forecast of future events or a guarantee of future results. This presentation contains general information only and does not take into account an individual’s financial circumstances. This information should not be relied upon as a primary basis for an investment decision. Rather, an assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial advisor before making an investment decision. Private market investments are speculative, involve a high degree of risk, and are not suitable for all investors. They may be illiquid, subject to loss of principal, and sensitive to economic, market, and regulatory changes that could materially reduce returns, limit diversification benefits, and impair recovery values.

Past performance and any forward-looking statements are not guarantees of future results. “New York Life Investment Management” is the brand name and service mark used to represent a group of affiliated investment advisors of New York Life Insurance Company, including New York Life Investment Management LLC, a registered investment advisor.