WEBCASTS

Inviting You Inside the Private Markets:
Invest Alongside the World’s Largest Institutions

Did you know that there are 10 times more private companies than publicly traded companies? Or that the value of private U.S. companies has increased nearly 700% over the past 20 years, while the value of public companies has only increased 250%? That’s why the largest and most sophisticated institutions in the world maintain significant allocations to the private markets. But how do you provide these same opportunities to your clients?

June 15, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

In this educational one-hour webinar, learn how allocating to the private markets can potentially enhance returns, lower volatility and achieve diversification outside of the public markets.

  • The investment opportunity that exists in the private markets
  • A comprehensive approach to access the private markets
  • A financial advisor’s perspective on integrating a core private markets holding into his portfolio 

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Neil Menard

President of Distribution
Conversus

Bob Long

CEO
Conversus

Mark Lamoriello

CEO
Advus Financial Partners

Tom Lydon

CEO
ETF Trends

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Important Disclosures

FOR FINANCIAL PROFESSIONAL USE ONLY

Securities in private markets lack the daily price transparency available in public markets. 

Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained from Conversus StepStone Private Markets at 704.215.4300. An investor should read the prospectus carefully before investing (link to prospectus). Investors should also review the material available on www.conversus.com with respect to Conversus StepStone Private Markets.

A registration statement relating to these securities has been filed with the Securities and Exchange Commission and is effective under the Securities Act of 1933. This communication shall not constitute an offer to buy or the solicitation of an offer to buy nor shall there be any sale of these securities in any state in which such offer, solicitation or sale would be unlawful prior to registration or qualification under securities laws of any such state. An indication of interest in response to this advertisement will involve no obligation or commitment of any kind.