Is the 60/40 portfolio a thing of the past? Is it fair to consider private markets an “alternative” part of an investment allocation? What is the appropriate allocation to alternatives? 10%? 20%? More?

This third episode in our Forming the Future of Finance limited series podcast will bring clarity to these points.

Leading this discussion is Andrew Tarver, key architect of InvestCloud’s Private Markets Account Network, a connected ecosystem of industry participants making possible the management of public and private markets assets from a single platform.

Joining him are:

Alexis Augier, Founder & CEO of Vega, a client service and distribution operating system for alternative asset managers, which announced last November a $20 million Series A investment led by Apollo and Motive to scale its platform.

Samuel Dale, managing editor of private markets at With Intelligence – who has his finger on the pulse of all developments in the private markets space.

Jake Walker, Partner & COO of client & product solutions at Apollo, where he is instrumental in scaling the firm’s client service capabilities across the globe, and architect of Apollo’s founding partnership in InvestCloud’s Private Markets Account Network.

And Andy Stewart, executive chairman/former CEO of Wilshire, a seasoned fintech executive at a global provider of market-leading indexes, advanced analytics and alternative and multi-asset investment solutions.

Let’s hear more on how to crack the code on private markets investing.

This series was recorded during an exclusive event, co-hosted by Motive Partners and With Intelligence in Berlin to kick off SuperReturn where the world of private capital meets.
___
The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.

The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.

This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments. Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities.