Intro to Private Markets & Private Credit Market Update

In an era of higher-for-longer interest rates and global market shifts, traditional portfolios face new challenges. Join Frost Law Tax Director, Matt Eddleman, and our new Estate Director, Jake Polivka, along with the investment professionals from Choreo and Foundation Wealth & Tax Advisors, for an exploration of the private investment landscape and the critical role it plays in modern wealth management on May 4 at 1:30 PM. This webinar provides a comprehensive guide to navigating the $28.6 billion private market universe, offering insights into how these assets can enhance returns, increase income, and improve overall portfolio resilience.

Learning Outcomes:

• Understand why current economic conditions reinforce the case for diversification beyond public equities and bonds.
• Identify the four key pillars of private markets—Private Credit, Private Equity, Real Estate, and Infrastructure.
• Evaluate why private credit has grown significantly and how its senior position in the capital structure provides essential downside protection.
• Discuss how to align private market investments with specific client objectives, from stable income to long-term growth.
• Assess what recent volatility in public proxies really means for fundamentally sound private assets.