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As institutional investing in private markets makes its way into the wealth channel, advisors and investors are being asked to think differently about liquidity, access, and portfolio construction.

In this episode, Dan sits down with Chris Schelling, Managing Director at Aksia, to explore what happens when institutional discipline meets retail reality, and how private markets are evolving as a result.

Together, they discuss:

• Why private markets are becoming more accessible to wealth clients, and what’s driving adoption
• The structural differences between institutional and retail portfolios when allocating to alternatives
• How evergreen and semi-liquid vehicles work and why they are often preferable for retail investors
• What advisors should understand about diligence, liquidity, and valuation as these strategies move downstream

Disclosures and Disclaimers

The views expressed by the host and guest are their own and are for informational and educational purposes only. Neither the host nor guest is acting as a registered representative for any specific investment strategy, and this discussion should not be construed as a recommendation or endorsement of any investment.

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