Private Investments Come of Age - Opportunity and Balance Unlocked

1 rich Libsyn https://www.libsyn.com 90 600 Private Investments Come of Age - Opportunity and Balance Unlocked Private markets aren’t just the playground of institutions and the ultra-wealthy anymore. In this episode, we dig into how access to private credit, equity, and real assets is opening up—and why that shift is changing the way Canadian advisors build portfolios. Raphaëlle Gauthier-Grenier, Senior Director, Investment Solutions – Private Investments at National Bank Investments, and Ross Neilson, Principal at Apollo Global Management, join us for a candid look at the surge of private investing in Canada. Together, we unpack what’s driving the momentum, how new fund structures are breaking down barriers, and where private markets really belong in a modern portfolio. From the rise of evergreen fund structures to the behavioral edge of illiquidity, we unpack: Why private markets are gaining momentum with advisors and investors. How fund design and distribution partnerships are breaking down barriers. The role of private credit, equity, and real assets in building resilient, diversified portfolios. Canadian-specific trends in advisor adoption and product scrutiny. If you’re an advisor or investor wondering how to balance opportunity with liquidity in a modern portfolio, this episode delivers the insights you need. ⏱️ Timestamps &amp; Chapters 00:00 – Introduction &amp; guest bios 03:00 – The surge in private markets: why now? 06:30 – Post-GFC shifts and new demand for capital 08:00 – Entrepreneurs and natural fit with private investing 10:00 – Democratization of private markets explained 13:00 – Technology, fund platforms, and scalable access 14:00 – Evergreen vs. closed-end funds: structural innovations 18:00 – Liquidity sleeves and investor expectations 22:00 – The rise of the secondary market &amp; manager dispersion 25:00 – Portfolio construction: private credit, equity &amp; real assets 28:00 – The case for minimum allocations &amp; proportional exposure 30:00 – Inflation protection, diversification &amp; role clarity 33:00 – 90% of $100M+ revenue companies are private—what that means 36:00 – Illiquidity premium, behavioral advantages &amp; patience capital 37:30 – Canadian market nuances: real estate, private credit, and compliance 42:00 – Why private credit is Canada’s first step into alternatives 46:00 – National Bank Investments’ open architecture &amp; Apollo partnership 49:00 – Closing thoughts &amp; opportunities ahead #PrivateMarkets #AlternativeInvestments #WealthManagement #PrivateCredit #PrivateEquity #EvergreenFunds #InvestmentAdvisors #PortfolioConstruction #FinancialAdvisors #NationalBankInvestments #ApolloGlobalManagement #InsightIsCapital Insight is Capital™ Podcast https://advisoranalyst.com/insight-is-capital-podcast.html <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/40687865/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/200315700