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Webinar Recap: The Next Chapter in Private Markets Investing

August 20, 2025

Custom Structures Lay the Groundwork for Scalable, Differentiated Private Market Access

For private wealth advisors, customized, white-labeled structures are a powerful way to stand out. However, running a private markets fund in-house requires more than just a brand; it involves a complex operational reality.

In our recent webinar, The Next Chapter in Private Markets Investing ,we partnered with Fiducient Advisors to unpack how customized vehicles present new growth for your practice – with the right infrastructure and sophistication in place.

Topics Covered:

  • Why customization is the norm and how white-labeled private markets structures support demand
  • Critical overlooked challenges of launching and managing custom funds
  • The importance of expertise and infrastructure when conducting manager due diligence and allocation

Timestamps:

  • Introductions (00:00:00 – 00:02:00)
  • PPB Overview (00:02:01 – 00:03:05)
  • Customized Alts. Overview (00:03:06 – 00:7:50)
  • Fiducient Overview (00:07:51 – 00:16:29)
  • Case Study (00:16:30 – 00:18:33)
  • Q&A and Closing Remarks (00:18:34 – 00:32:16)
Disclosure: Information presented is for educational purposes only, are subject to change from time to time and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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