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.
