“Evergreen” funds for Alts are a very popular way for investors to get exposure to private equity. Partners Group led the way in 2009 by launching the first one and Rob shares his thoughts on how that space has evolved over the past 15 years since his shop has led the charge.
Chuck took full advantage of this time to pick Dayna’s brain about the different “segments” within the Private Credit landscape. In particular, Dayna shared some very actionable information about how and why advisors need to diversify their exposure to alts.
There are many ways to “go RIA” and there are also many ways RIAs run their business. Mike shared how Captrust helps RIAs leverage Captrusts’ systems and processes to free up their time to focus on growth.
This was a GREAT “Breakaway Success story” !!! 🙌 🙌 🙌 Luke went from having $10M AUM at one of the national BDs. Left with nothing. Then… within 6 years… built a $200M AUM successful RIA.
Dave gives a “mini-masterclass” on secondaries. These are an interesting (and very efficient) way for RIAs to get diversified access to private equity. Worth a listen for any advisors looking at the space!
Does having a “CFP” lead to higher compensation? Chuck unpacks that exact topic with Michael Kitces.
Kevin sits down with Chuck to discuss the CFP Board’s inaugural CFP Connections conference.
There are a lot of exciting initiatives at AAAA and Sheena took the time to share the highlights with Chuck.
Joel & Chuck talk about their shared passion for RIA Technology. In particular, Joel get into how RIAs can pick their tech stack, and, the pitfalls to avoid.
Liz shares with Chuck what’s new at the CFP Board – in particular with regards to engaging NextGen CFPs.
