Join Rachael Petronelli, Vice President of Business Development for StepStone Private Wealth Solutions, for a discussion on how advisors can enhance client portfolios through private markets allocations.
StepStone Group is a global private markets firm specializing in tailored investment solutions, advisory services, and data-driven investor insights. The firm manages $233 billion in assets under management and has total capital responsibility of $885 billion. StepStone Private Wealth Solutions is a dedicated division within StepStone Group that mobilizes the firm’s industry-leading research platform and extensive professional network to source private markets opportunities.
WEBCAST – Their goals, your advice: Pursuing growth with private markets
Designed for financial advisors looking to enhance long-term portfolio growth, this webcast explores how private markets can help support client goals through differentiated sources of return and broader diversification opportunities. Historically, private markets have outperformed public market equivalents, offering higher returns with lower risk across asset classes and enhancing long-term return potential.
You’ll hear from a StepStone business development professional alongside advisors actively incorporating private markets into client portfolios, including:
- Positioning private markets for growth: How advisors incorporate private equity, private credit, and real assets to pursue long-term appreciation
- Aligning investment strategies with client goals: Identifying where private markets may fit within growth-oriented portfolio allocations
- Evaluating risk and return dynamics: Understanding the historical performance characteristics of private versus public markets across asset classes
- Enhancing portfolio construction: Using private markets to complement traditional equity and fixed income exposures while supporting diversification and return potential
Accepted for 1 CFP / IWI / CFA CE Credit