In this episode of the Wealth Management Invest podcast, host David Bodamer connects with Brendan McCurdy, managing director and co-head of the financial advisor solutions team at Ares, to delve into private market investments. They discuss how financial advisors navigate the complexities of private equity, private credit, real estate and infrastructure.
David and Brendan discuss:
The structure and role of the Financial Advisor Solutions team within Ares
Navigating complexities in private market investments
The strategic importance of alternative investments in portfolios
Access points in private markets and investor targeting
Trends and shifts in asset classes for 2025
The rise of infrastructure investments driven by technological advancements
Opportunities in sports, media, and entertainment investments
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Connect With Brendan McCurdy:
About Our Guest:
Brendan is a Managing Director and Head of Research & Marketing within Ares Wealth Management Solutions, a premier provider of private market investment solutions for private wealth investors and family offices. Within Research, the Financial Advisor Solutions Team (FAST) is a team of asset allocation specialists that deliver education, insights, and analytical tools that can help optimize the inclusion of private markets in portfolios.