InvestmentNews: Brendan Lake on Private Market Expertise for Wealth Manager Differentiation
May 21, 2025
Key perspectives on how wealth managers are standing out in the “golden age of private wealth”
PPB Capital Partners’ CEO and Founder, Brendan Lake, sat down with InvestmentNews’ Gregg Greenberg at NASDAQ to discuss the “golden age of private wealth” amidst today’s turbulent market. Lake anticipates that the private market space will continue to expand its presence within the U.S. private wealth sector, moving beyond the traditional 60/40 allocation as investors seek to diversify. He also highlights PPB’s crucial role as a product manufacturer for U.S. private wealth advisors, underscoring the importance of correctly structured liquidity.
Topics Covered:
- The “golden age of private wealth” in today’s landscape
- Liquid private assets continue to expand, attracting investors seeking stability
- Wealth managers offer a “one-stop shop” experience
Timestamps:
- Introductions (00:00:00-00:00:09)
- Golden Age (00:00:10-00:00:57)
- Volatility in the Market (00:00:58-00:01:52)
- Differentiation (00:01:53-00:02:47)
- In-demand Private Assets (00:02:48-00:03:19)
- AI’s Impact on the Industry (00:03:20-00:04:06)
- Liquidity Built Correctly (00:04:07-00:05:14)
- Conclusion (00:05:15-00:05:25)
