Can We Talk in Private?

As we approach the end of 2024, sparks of life are emerging in private markets, fueling optimism for improved liquidity and a revitalized investment landscape. 

Join Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine private markets and the outlooks for private equity, private credit and commercial real estate in 2025. 

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With over 20 years of experience supporting top athletes, military personal and business leaders, John Stemmerman (Senior Vice President of Performance at Exos) knows that high-performance is much more than just running a faster mile. 

John sits down with Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss practical strategies for reflection and regulation, and how these key skills can improve personal and professional performance. 

“You’re having one of those nights where it's more challenging, and something comes up where you have a conversation with your significant other and it's a challenging topic. One route is really angry, frustrated, I'm going to snap. [But] if I'm aware that I'm stressed, if I feel what's happening; taking a big breath, reframing what you're going to say and going at it in a better way: that’s a more constructive conversation.”– John Stemmerman

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Voters overwhelming ushered in a new Republican majority. But what can investors expect when it comes to key issues like regulation and inflationary policy? One thing is for certain: You can bet on change.

Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they dive into what the Trump win means for markets, policy and the economy.  

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In this episode, Jackie Larson (Senior Vice President of the Westside Group at RBC Wealth Management) joins Co-Heads of Global Wealth Kirsten Pickens and Ryan Robertson to discuss how to find your client’s “money language,” the way she works to empower a new generation of women in financial services and how she built an impressive career on kindness and compassion.

“Everybody has a different background as to what their upbringing was around money. And I think the sooner you can learn about the language that they are accustomed to and how they speak, if you can speak on that same level, they feel heard and understood.”–Jackie Larson

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Chief Market Strategist Troy A. Gayeski, CFA examines how middle market PE secondaries offer the potential for growth at a reasonable price. He addresses the potential advantages of the middle market, what makes secondaries attractive, and how middle market private equity, combined with secondaries, may help serve investor needs for growth.

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From public service to private wealth—Joe Brienza shares his journey to becoming a Forbes and Barron’s top-ranked financial advisor. 

In this episode, Joe Brienza (Managing Director, Clarity Advisors, UBS Private Wealth Management) joins Co-Heads of Global Wealth Kirsten Pickens and Ryan Robertson to discuss the adrenaline rush of a new client, what it means to have competition in your blood and his path from working with presidents and political consultants to helping families build wealth and plan for the future.

“I wanted to come in here and do something where at least at nights I can say, “you know what, I'm making a positive impact to someone, not just enriching my W2.” And that was really much more important to me at the beginning—just to do something that was really important. That was how I ended up getting into this business.”—Joe Brienza

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Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for equities, credit, real estate and essential macroeconomic trends in Q4.

They discuss their view on interest rates, inflation, and the labor market—and how these key macro factors could impact the investment landscape.

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We are 34 days away from election day. Join FS Investments’ Chief U.S. Economist Lara Rhame and Head of Public Policy Jason Cole as they dive into the critical issues surrounding the election. While the top of the ticket gets most of the focus, control of Congress also hangs in the balance in November. 

They discuss polling data, the battleground states and the potential outcomes for the House and Senate. With an important tax debate on the horizon and heightened economic uncertainty, find out what investors need to know as we approach Election Day. Tune in for insights on the market impact, fiscal policy and the broader economic outlook.

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

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Even sophisticated clients don’t always understand why financial planning can help them achieve their goals. Regina McCann Hess, Founder and President of Forge Wealth Management, hopes to change that. 

Regina joins Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss her passion for educating women about finance, insights from her book, Super Woman Wealth, and how she mobilizes her clients’ vision and values to help them secure their futures. 

“A friend of the family wanted to teach me about the stock market. And I said, look, I grew up poor. That’s for rich people. And he said, no, I'm going to give you a stock for a graduation gift, but you have to do the research; you have to tell me why I'm buying this. So, I did it, and he created a monster. I absolutely loved it.”–Regina McCann Hess

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

For more research insights go to https://futurestandard.com/insights 

Are private credit markets saturated with too much capital? Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Are private credit markets too good to be true—Or just factually true? He addresses frequent investor questions, examines key trends and dives into the latest data on this essential asset class. 

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

For more research insights go to https://futurestandard.com/insights