September 28, 2026
Frank Burke, Chief Investment Officer at PPB Capital Partners, joins Modern Financial Advisor Podcast to discuss how advisors can approach private markets with greater intention. He explores the growing opportunity set, the importance of rigorous manager and operational due diligence, and why identifying opportunities before they become widely recognized can matter.
The conversation centers on “curation over accumulation”—building a thoughtful, differentiated private markets portfolio rather than simply adding more alternatives. Frank also shares perspectives on emerging opportunities, client education, liquidity considerations and the evolving accessibility of private markets.
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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