The Case for Private Markets: The Strategic Role of Alternatives in Today's Portfolios

By Sagard with CE Corner

Private markets are reshaping portfolio construction, offering access to opportunities and risk-return profiles once reserved for large institutions.

With public markets facing structural headwinds and clients seeking more resilient outcomes, now is the time for advisors to deepen their fluency in private assets and their role in long-term wealth creation.

• Gain a clear understanding of what defines private markets
• Explore how alternatives can strengthen a balanced portfolio
• Learn practical strategies to communicate their benefits to clients

Speaker:

• Stephen ‘Harv’ Harvey, CFA, Chief Investment Strategist, Sagard

Moderator:

• Robin Tessier, CFA, Partner, Head of Sagard Private Investment Solutions, Sagard