Is the 60/40 portfolio a thing of the past? Is it fair to consider private markets an “alternative” part of an investment allocation? What is the appropriate allocation to alternatives? 10%? 20%? More?

This third episode in our Forming the Future of Finance limited series podcast will bring clarity to these points.

Leading this discussion is Andrew Tarver, key architect of InvestCloud’s Private Markets Account Network, a connected ecosystem of industry participants making possible the management of public and private markets assets from a single platform.

Joining him are:

Alexis Augier, Founder & CEO of Vega, a client service and distribution operating system for alternative asset managers, which announced last November a $20 million Series A investment led by Apollo and Motive to scale its platform.

Samuel Dale, managing editor of private markets at With Intelligence – who has his finger on the pulse of all developments in the private markets space.

Jake Walker, Partner & COO of client & product solutions at Apollo, where he is instrumental in scaling the firm’s client service capabilities across the globe, and architect of Apollo’s founding partnership in InvestCloud’s Private Markets Account Network.

And Andy Stewart, executive chairman/former CEO of Wilshire, a seasoned fintech executive at a global provider of market-leading indexes, advanced analytics and alternative and multi-asset investment solutions.

Let’s hear more on how to crack the code on private markets investing.

This series was recorded during an exclusive event, co-hosted by Motive Partners and With Intelligence in Berlin to kick off SuperReturn where the world of private capital meets.
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3. Cracking the Code on Private Markets Investing - Forming the Future of Finance