Seeking Refuge in the Evolving and Expanding Secondaries Market – Ares Wealth Management Solutions – 9.21.22

Summary:

Increased volatility, persistent inflation, and rising interest rates have forced investors to re-think their portfolios and financial plans, putting dependence on traditional asset classes and portfolio construction into question. At Ares, we believe it is a compelling time to explore opportunities within private markets to help investors overcome these headwinds. Join Barry Miller, Partner in the Ares Secondary Solutions Group, and Carlin Calcaterra, Principal at Ares Wealth Management Solutions, as they discuss key investment themes of 2022 and how private equity secondaries can be a strategic solution.

This webinar will uncover:

• Insights into new ideas and techniques harnessing investment themes to seek enhanced portfolio outcomes.
• Uncover how to potentially drive outperformance in the secondaries market through traditional LP secondaries, as well as GP-Led and structured solutions.
• A deeper understanding of the expanding market opportunity and ways to gain access to an investment opportunity easily and efficiently.

Speakers:

Mr. Miller is a Partner in the Ares Secondary Solutions Group, where he focuses on private equity secondaries. He also serves on the Landmark Private Equity and Infrastructure Secondaries Investment Committees. Additionally, Mr. Miller serves on the Ares Diversity, Equity and Inclusion Council. Prior to joining Ares in 2021, he was a Partner in the Landmark Partners Private Equity Group, where he focused on transaction origination, underwriting and negotiation of private equity investments. Previously, Mr. Miller was Head of Private Equity at the New York City Retirement Systems (“NYCRS”), where he served on the LP Advisory Boards of more than 40 private equity funds. In addition, he was a Partner at Pomona Capital (“Pomona”), where he focused on sourcing and executing secondary transactions and was a member of the Pomona Capital Investment Committee. Prior to joining Pomona, he was a Senior Investment Manager at AXA Private Equity, where he was also Head of the New York office and served on the Global Investment Committee of AXA Private Equity. Mr. Miller currently serves on the Board of Directors for the Robert Toigo Foundation, an organization devoted to diversity in the investment management business and is a member of the Tulane School of Liberal Arts Deans’ Advisory Council. Mr. Miller previously served as a member of the Sponsors for Educational Opportunity Limited Partner Advisory Council. Mr. Miller holds a B.A. from Tulane University in Economics.

Ms. Calcaterra is a Principal within Ares Wealth Management Solutions, which oversees Ares’ client management activities in the global wealth channel. Prior to joining Ares in 2022, Ms. Calcaterra was a Vice President at Mercer Investments. Previously, Ms. Calcaterra was a Vice President at Goldman Sachs, where she focused on the strategy, construction and implementation of multi-asset portfolios for institutional clients. Ms. Calcaterra holds a dual B.A., magna cum laude, from Bucknell University in Economics and French.