Wealth Management Invest

Wealth Management Invest: Cerity’s Tom Cohn on Private Market Allocations

Listen Later

In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Tom Cohn, partner and chief solutions officer at Cerity Partners. They explore the significance of private markets in client portfolios and discuss asset allocation strategies. 

Tom shares insights on the evolution of private markets, the rise of evergreen structures and the impact of macroeconomic trends on investment decisions.

They discuss:

  • Key considerations for client portfolios, including illiquidity risk and asset class diversification
  • The growing importance of data centers and AI-driven infrastructure investments
  • How secondaries provide diversification and reduce risk exposure
  • The shift of credit opportunities from banking to asset management 

    • Connect With David Bodamer:

    • [email protected] 
    • WealthManagement.com
    • LinkedIn: David Bodamer
    • LinkedIn: WealthManagement

      • Connect With Tom Cohn:

      • LinkedIn: Tom Cohn
      • LinkedIn: Cerity Partners
      • Cerity Partners

        • Resources:

        • Listen to the Wealth Management Invest Podcast on WealthManagement.com
        • Listen and Subscribe to the Wealth Management Invest on Apple Podcasts
        • Listen and Subscribe to the Wealth Management Invest on Spotify
          • ...more
          View all episodesView all episodes
          Download on the App Store
          Wealth Management InvestBy WealthManagment Invest
          • 3.8
          • 3.8
          • 3.8
          • 3.8
          • 3.8

          3.8

          13 ratings

          More shows like Wealth Management Invest

          View all
          Marketplace by Marketplace

          Marketplace

          8,769 Listeners

          Money Guy Show by Brian Preston and Bo Hanson

          Money Guy Show

          3,217 Listeners

          Exchanges by Goldman Sachs

          Exchanges

          974 Listeners

          Masters in Business by Bloomberg

          Masters in Business

          2,172 Listeners

          Odd Lots by Bloomberg

          Odd Lots

          1,930 Listeners

          The Daily by The New York Times

          The Daily

          112,835 Listeners

          Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

          Capital Allocators – Inside the Institutional Investment Industry

          796 Listeners

          The Diary Of A CEO with Steven Bartlett by DOAC

          The Diary Of A CEO with Steven Bartlett

          8,954 Listeners

          The Intelligence from The Economist by The Economist

          The Intelligence from The Economist

          2,545 Listeners

          The Long View by Morningstar

          The Long View

          906 Listeners

          All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

          All-In with Chamath, Jason, Sacks & Friedberg

          9,956 Listeners

          SmartLess by Jason Bateman, Sean Hayes, Will Arnett

          SmartLess

          57,794 Listeners

          The Markets by Goldman Sachs

          The Markets

          76 Listeners