Inviting You Inside The Private Markets: How to Invest Alongside the World’s Largest Institutions – Conversus – 5.18.22

Summary:

Now On Demand.

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

Speakers:

Michael Elio is a member of the private equity team, leading the middle- and large-market buyouts and secondary funds sector teams. He is also lead Portfolio Manager for many of the firm’s largest advisory clients, SMA clients, and high-net-worth distribution platforms.

Prior to joining StepStone in 2014, Mr. Elio was a managing director at ILPA, where he led programs around research, standards, and industry strategic priorities. Before that he was a partner and managing director at LP Capital Advisors, where he led the firm’s Boston office and served as the lead consultant to North American and European institutional investors. Mr. Elio was the primary consultant for many of the firm’s largest clients including public and private pension plans committing more than US$5 billion annually. He held several progressive positions in private equity, including vice president at State Street Corporation and vice president at Credit Suisse First Boston Private Equity, where he oversaw the funds management group.

Brad Weltler is the Managing Director of US Distribution for Conversus, a StepStone company. Mr. Weltler is a seasoned leader in distribution and has over 25 years of experience across both institutional and retail markets.

Prior to Conversus, Mr. Weltler spent 15 years as the Vice President of Distribution for Steben & Company, a leading provider of managed futures and hedge funds, where he oversaw the firm’s capital raising efforts to RIAs and Broker Dealers. Previously, he was Vice President at Fox Asset Management where he was responsible for generating new sales of traditional investments through Institutional Consultants and the Public and Taft-Hartley pension markets. Mr. Weltler was formerly employed by Performance Analytics, an Institutional Consulting firm in Chicago.

Mr. Weltler received a B.B.A. from St. Norbert College and is a Chartered Alternative Investment Analyst charterholder. He holds FINRA 3, 7, 24 and 63 licenses.