Private Markets Agenda
This session explores advanced tax optimization strategies specifically designed for high-net-worth investors seeking to maximize efficiency in their private market allocations. Speakers will discuss the unique tax considerations of private equity, private credit, and real assets, including carried interest treatment, timing strategies, and jurisdiction selection tailored to individual wealth management needs. Attendees will gain practical insights into navigating complex tax structures and regulatory frameworks to enhance the after-tax performance of their private market portfolios.
This session examines how wealth advisors can leverage private debt strategies to deliver enhanced yield and portfolio diversification for their high-net-worth clients in the current market environment. Speakers will explore the compelling risk-adjusted returns available across direct lending, distressed debt, and specialty finance sectors, while addressing key considerations around liquidity, due diligence, and client suitability. Advisors will gain practical frameworks for evaluating private debt opportunities and integrating these investments into comprehensive wealth management strategies.
Financial advisors will discover how to strategically incorporate both private credit and private real estate into client portfolios to enhance resilience and generate consistent income in volatile market conditions. The discussion will explore the diversification benefits, yield premiums, and downside protection characteristics that make private credit and private real estate a compelling complement to traditional fixed-income allocations. Advisors will gain practical guidance on client education, risk assessment, and portfolio construction techniques that leverage the strengths of both private credit and private real estate to build more durable, all-weather investment strategies for high-net-worth clients.