Redesigning client portfolio series: Infrastructure – StepStone – 10.29.24

Redesigning client portfolio series: Infrastructure - StepStone - On Demand

Overview:
Title: Redesigning client portfolio series: Infrastructure
Date: Tuesday, October 29, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

With over 87% of infrastructure assets now residing outside of public markets1 and with private markets projected to grow in the coming years, innovative private investment solutions are enabling financial professionals to better diversify client portfolios. If you’re seeking an asset class that offers the potential for low correlation to the public markets, and opportunities to help reduce portfolio volatility, private infrastructure investments may be a compelling solution.

Join us for an informative webinar featuring Adam Reisler, Portfolio Manager for the StepStone Private Infrastructure fund, (STRUCTURE), as he discusses the unique potential benefits of infrastructure investments, why it presents a compelling opportunity for portfolio diversification and StepStone’s competitive advantages within this asset class.

Speakers:
Adam Reisler Adam Reisler Partner, Portfolio Manager StepStone

Mr. Reisler is a member of the Infrastructure and Real assets team. He has spent over a decade supporting investors globally with their infrastructure programs and, at StepStone, works with both institutional investors, as well as private wealth channels, to develop and invest infrastructure strategies across co-investments, secondaries and fund investments.

Prior to joining StepStone, Mr. Reisler was a vice president in KPMG’s infrastructure investment advisory and asset management business, which was merged with StepStone in May 2016.

Mr. Reisler received a Bachelor of Commerce (Hons) from McGill University and an MBA (Hons) and Diploma in infrastructure and real estate from the Schulich School of Business in Canada.
David Robbins David Robbins Director StepStone

Mr. Robbins is a member of StepStone Private Wealth and focuses on the RIA channel. Mr. Robbins engages with RIA firms that have a national presence.

Prior to joining StepStone, Mr. Robbins served as a Senior Vice President at Neuberger Berman, a $470 billion asset manager that invested in both public and private markets. At Neuberger Berman, he oversaw the firm’s business development efforts with RIA firms and worked closely with those with a national footprint. Previously, Mr. Robbins was a Director at Lord Abbett, where he worked with RIA firms distributing mutual funds and SMAs. He began his career in financial services at John Hancock on their sales desk in Boston before being promoted to Vice President and managing a territory.

Mr. Robbins received his BS from Babson College.
For Financial Professionals Only.
1. Capital IQ (February 2023/Most Recent Available Data).
Note: 87% represents private US companies with >$100M in revenue.

Before investing you should carefully consider the Fund's investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained from StepStone Private Wealth at 704.215.4300 or by visiting stepstonepw.com. An investor should read the prospectus carefully before investing.

An investment in the Fund involves risks. The Fund should be considered a speculative investment that entails substantial risks, and a prospective investor should invest in the Fund only if it can sustain a complete loss of its investment. Fund shares are illiquid and appropriate only as a long-term investment. There is no secondary market for the Fund’s Shares and the Fund expects that no secondary market will develop in the foreseeable future. Infrastructure companies may be subject to a variety of factors that may adversely affect their business, including economic slowdown, supply and demand volatility, increased competition, fluctuations in usage, expenses, and revenue, lack of fuel availability, energy conservation policies, technological obsolescence and changes in interest rates, regulations, or fiscal and monetary policy. Property values may fall due to in-creasing vacancies or declining rents resulting from unanticipated economic, legal, cultural or technological developments. There is no regular market for interest in infrastructure assets, which typically must be sold in privately negotiated transactions that can occur at a discount to the stated NAV. Investments may consist of loans to small and/or less well-established privately held companies that have reduced access to the capital markets, resulting in diminished capital resources and the ability to withstand financial distress. The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Though valuation of Fund investments is ordinarily made quarterly, the Fund will provide valuations, and will issue shares, daily. Fund investments will be fair valued and are subject to adjustment. Fund acquisitions may be negotiated based on incomplete or imperfect information which could impact performance. The Fund may maintain a sizeable cash position in anticipation of funding capital calls. Holding a portion of the investment portfolio in cash or cash equivalents may have a negative effect on overall performance. The Fund’s “over-commitment” strategy could result in an insufficient cash supply to fund unfunded commitments to investment funds resulting in negative impacts to the Fund. Please see the prospectus for details of these and other risks.

Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice. Diversification does not assure a profit nor protect against loss in a declining market.

STRUCTURE was formed in 2023 and has limited performance history that Shareholders can use to evaluate the Fund.

The StepStone Private Infrastructure Fund is distributed by UMB Distribution Services, LLC which is not affiliated with StepStone Group or RIA Channel.