Welcome to the New Old Frontier:
Harnessing the Power of Private Markets
presented by Ares Wealth Management Solutions LLC
Date: August 31, 2023
Time (includes light Breakfast): 8:30 am to 10:00 am
Location: Hotel Indigo in Traverse City
This presentation has been approved for 1 CFP CE.
NOTE: DEADLINE TO REGISTER IS THURSDAY, AUGUST 24TH!
Please join Carlin Calcaterra, co-head of Ares’ Financial Advisor Solutions Team (FAST), for the next installment of an educational series on private markets: their growth, expanded accessibility for financial advisors, and role in a broader portfolio.
About the presentation: Welcome to the New Old Frontier is a 3 part series that delivers a history and overview of the three major private market asset classes, new structures in which they are available, why and how they're used, the potential benefits of including each in portfolios and considerations for portfolio construction.
This session will cover:
- Drivers of growth in private markets overall
- Deep dive into the dynamics of each private market asset class, specifically private equity, private credit, and private real assets
- Intro into best practices for scalable deployment of private market strategies in a multi-asset portfolio
About the speaker: Ms. Calcaterra is a Principal and Co-Head of the Financial Advisor Solutions Team within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel.
FAST serves as the firm’s asset allocation specialists, providing our partners with research, education and tools that demonstrate the diversification and performance benefits that private market investments can offer within a broader portfolio.
Prior to joining Ares in 2022, Ms. Calcaterra was a Vice President at Goldman Sachs and Mercer Investments, where she focused on the strategy, construction and implementation of multi-asset portfolios for institutional clients. Ms. Calcaterra holds a dual B.A., magna cum laude, from Bucknell University in Economics and French.
We look forward to sharing our insights and discussing best practices for scalable deployment of private market solutions across your client’s portfolios.
Questions? Contact Mary at info@fpami.com or (248) 330-7757.