Thought Leadership & Insights

Webinar Recap: Private Markets Reality Check

July 14, 2026

What Retail Alts Miss & Institutional Strategies Hit

As private markets continue their expansion into the wealth channel, advisors have more options than ever to access alternative investments. But, not all structures are created equal.

In case you missed it, we recently hosted a webinar, “Private Markets Reality Check,” with Chris Maxey from Wealthspire. The webinar unpacked the evolution of private markets, the rise of interval and evergreen funds, and the key differences between liquid alternatives, semiliquid vehicles, and traditional drawdown funds.

Topics included:

  • The Alternatives Landscape: How private markets have evolved—and what that means for advisors today.
  • Market Comparison: Key differences between liquid, semiliquid, and drawdown fund structures.
  • Portfolio Context & Implementation: Practical approaches to building and scaling private markets allocations. 
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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