About this episode

The episode discusses the evolving landscape of private market investing and its implications for financial advisors and their clients.

Private markets were once the exclusive playground of institutions and ultra-high-net-worth investors. That's changing. Where's the puck potentially going? It's possible we look up one day and realize private markets aren't a third asset class — they're just equity and credit accessed differently. We cover the case for private markets, the education hill that needs to be climbed, how to talk to clients about fees, and why implementation is the real bottleneck. With Apollo Managing Director and Cross-Asset Client Portfolio Manager Lucy Xin. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

People in this episode

Host: Simplecast

Guest: Lucy Xin

Topics covered

• private market investing
• financial advisors
• client communication
• investment fees
• market trends

Keywords

• private markets
• financial advisors
• investment strategies
• client fees
• equity
• credit

Mentioned in this episode

Organizations: Apollo, Simplecast, AdsWizz

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