For decades, large defined benefit plans (DB) have allocated significant capital to the private markets. However, defined contribution plans (DC) have historically had limited access to these versatile tools. This session will explore the evolution of DC plans’ use of private markets. We will cover: the merits of private markets, what lessons can be learned from institutions, what historical roadblocks existed for DC plans, and how this will evolve.
In this session, Tony will explore the growth and evolution of private markets in the wealth channel. He will share research regarding allocation practices of institutions and family offices, and the challenges and opportunities for investors. He will also examine the merits of private equity, private credit, real estate and infrastructure in today’s market environment.