April 29, 2026 • 1:00pm ET
Putting goals-based private market solutions into practice
Accepted for 1 CFP / IWI / CFA CE Credit
Putting goals-based private market solutions into practice
Designed for financial advisors who are either exploring private markets or already incorporating them into client portfolios, this webcast focuses on practical approaches to modern implementation.
You’ll hear from a StepStone business development professional alongside a panel of advisors actively integrating private markets into client portfolios, including:
- Turning strategy into action — how advisors thoughtfully and consistently integrate private markets across client segments
- Aligning client goals with solutions — when and how to incorporate private markets within growth, balanced, and income portfolios
- Applying behavioral finance principles — preparing for more effective client conversations and education
- Enhancing portfolio construction — complementing public equities and fixed income with private market allocations
Speakers
Michael Bermel
Managing Director
April 29, 2026 | 1:00pm ET
Putting goals-based private market solutions into practice
Accepted for 1 CFP / IWI / CFA CE Credit