Wealth Management Invest

Wealth Management Invest: The Role of Secondary Markets in Private Wealth with Coller Capital’s Jonathan McEvoy

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In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and private credit secondaries, their benefits to advisors and clients and how Coller Capital uses semiliquid funds to deliver its strategies. 

Key Points :

  • The evolution of the secondary market from niche beginnings to a $160 billion-plus annual transaction space
  • How secondaries provide liquidity, diversification and reduced risk through seasoned portfolios
  • The advantages of semiliquid fund structures for private wealth investors
  • The growing importance of education for advisors and clients when approaching secondaries

    • Connect With David Bodamer:

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

      • Connect With Jonathan McEvoy:

      • Website: Coller Capital
      • LinkedIn: Jonathan McEvoy

        • 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
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