Founder and Managing Partner
Uplifting Capital
Toussaint Bailey is a proven financial services company builder. Prior to founding the Company, he was the Chief Executive Officer of Enso Wealth Management, a registered investment advisor. Toussaint began his tenure there shortly after the firm’s formation in 2017, overseeing its growth to nearly $2 billion and its eventual acquisition by Choreo Advisors. Toussaint has been widely recognized as a trailblazer in wealth management, including being among FinancialPlanning.com’s “24 People Who Will Shape Wealth Management in 2024” and WealthManagement.com’s "Ten to Watch in 2023."
Before entering the financial services industry, Toussaint spent over a decade as a practicing attorney. He holds a JD from UCLA School of Law and graduated from Saint Mary’s College of California with a BSE in Business Administration (honors concentration in Financial Services).
He has held various advisory and board positions, including the Advisory Board to Institutional Investor’s RIA Institute—Impact Investing and Implementation segment, Leadership Council to Financial Advisor IQ—Financial Times specialist publication for financial advisors, Alternative & Direct Investment Securities Association—Impact Investment subcommittee and HBCU Founder’s Initiative—Investor Advisory Board. He also serves on the Advisory Board of Daylight Advisors and SIY Global, as well as the Leadership Council of the California Nature Conservancy.
As private equity, private credit, venture capital, and other alternative strategies become more accessible, advisors must determine whether—and how—to incorporate private markets into client portfolios. This session examines the suitability, fiduciary, and operational considerations of advising on private investments, including accreditation standards, liquidity planning, valuation differences, fee structures, and transparency compared to traditional public markets. Panelists will discuss how to educate clients on risk factors such as illiquidity, capital calls, and limited mark-to-market pricing, while outlining best practices for position sizing, diversification, stress testing, and ongoing oversight to responsibly integrate private markets into a diversified portfolio strategy.