EVENT DESCRIPTION
Join Grigg Financial and Ares Management, a leading global alternative investment manager, for an engaging discussion on how private markets can help investors grow, preserve, and diversify wealth. Tim Kelly from Ares Wealth Management Solutions will provide an overview of the private markets landscape, highlighting investment opportunities across private credit, equity, real assets.
EVENT OBJECTIVE
Participants will:
• Understand the private markets landscape: Gain an overview of private credit, private equity, and real assets as investment categories.
• Recognize the role of private markets: Identify how alternative investments may fit within a diversified portfolio.
• Discuss growth, preservation, and diversification: Consider how private market allocations may support different client wealth objectives.
• Identify considerations for client conversations: Recognize factors advisors may weigh when discussing alternatives with clients.
