Neil MenardPartner, Global Distribution at StepStone Private WealthInterviewee
Profile
Mr. Menard is a Partner at StepStone and a co-founder of StepStone Private Wealth. In his position as President of Global Distribution he oversees the sales and distribution channels on a global scale for StepStone’s Private Wealth team which seeks to convert the private markets advantages enjoyed by large institutional investors into opportunities for individual investors.
Prior to StepStone, Mr. Menard was President of CNL Securities Corporation and CNL Capital Markets, a $10 billion asset manager providing access for individual investors to the private markets where he oversaw the capital raising efforts. Previously, he served as senior vice president of Franklin Square Capital Partners, where he was responsible for creating a new business unit to sell business development companies to registered investment advisors (RIAs), strategically setting a vision for the products and executing that vision in the marketplace. Mr. Menard spent nine years at Steben & Company Inc., a leading provider of managed futures to independent broker-dealers and RIAs.
Mr. Menard received his BA from Colby College holds FINRA 7, 24 and 63 licenses. Mr. Menard serves on the board of the Institute for Portfolio Alternatives (IPA) and also serves as the vice chair of the board of the Advent Health Foundation’s Central Florida Cardiovascular Institute.
Agenda Sessions
The future of private markets: from secondary liquidity to scaled fund distribution
, 09:10View Session
