Michael Elio, Partner, StepStone Group and Brad Weltler, Managing Director of US Sales at Conversus make the case for private markets as well as discuss allocation strategies designed to enhance returns, lower volatility, and diversify public market exposure.
The dynamics between the public and private markets are evolving, and traditional allocations should evolve with it, explains Elio and Welter. After over a decade of strong performance and growth, today’s public markets face a perfect storm of challenges including sky high valuations, muted return expectations, and continued volatility. As companies delay their IPO or remain private and never IPO at all, generations of investors are missing out on the growth that once happened in the public markets. Still, accessing the right private markets investments can be challenging for advisors. Conversus’ comprehensive approach to private markets, offers access to a diversified portfolio of private equity, real assets and private debt exposure, in a simplified investment structure.
StepStone is one of the largest private market investment managers in the world, with $127B in assets under management and $548B in assets under advisement, respectively. The firm’s size, scale and veteran investment team provides access to deep industry relationships and deal flow, as well as robust due diligence process. Conversus, the private wealth management arm of StepStone, leverages StepStone’s expertise to create private markets solutions for advisors and HNW investors.
To learn more, register & watch Conversus, a Stepstone Company’s webcast – Inviting You Inside The Private Markets: How to Invest Alongside the World’s Largest Institutions.
Did you know that there are 10x more private companies than publicly traded companies? Or that the value of private U.S. companies has increased nearly 7x over the past 20 years, while the value of public companies has only increased 2.5x? Or that the largest and most sophisticated institutions in the world maintain significant allocations to the private markets?
Historically, publicly traded stocks and bonds have had periods of attractive returns and remain an important component to any investor’s portfolio. Yet, so far in 2022, the public markets have been challenged by a number of factors including geopolitical conflicts, monetary policy tightening and inflationary pressures stemming from COVID-19 response and reopening economies.
In this educational one hour webinar, learn how allocating to the private markets can potentially enhance returns, lower volatility and achieve diversification outside of the public markets.
Join Conversus, a StepStone company for a discussion on:
- The investment opportunity that exists in the private markets and why some of the largest institutions in the world maintain significant allocations
- Private markets that may be more insulated from inflationary pressures and many of the challenges affecting the public markets
- A financial professional’s perspective on integrating a core private markets holding into his portfolio and why he believes it is valuable for his clients