Fireside: Building private markets portfolios for individual clients
– Constructing model portfolios that blend evergreen funds, interval funds and direct deals across thousands of client accounts
– What due diligence looks like when you're vetting fifty GPs a year instead of five
– Managing liquidity expectations and client education at scale as allocations climb toward institutional weightings
– What due diligence looks like when you're vetting fifty GPs a year instead of five
– Managing liquidity expectations and client education at scale as allocations climb toward institutional weightings