Private markets aren\u2019t 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\u2014and why that shift is changing the way Canadian advisors build portfolios.<\/p>\n
Rapha\u00eblle Gauthier-Grenier, Senior Director, Investment Solutions \u2013 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\u2019s 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:<\/p>\n
Why private markets are gaining momentum with advisors and investors.<\/p>\n
How fund design and distribution partnerships are breaking down barriers.<\/p>\n
The role of private credit, equity, and real assets in building resilient, diversified portfolios.<\/p>\n
Canadian-specific trends in advisor adoption and product scrutiny.<\/p>\n
If you\u2019re an advisor or investor wondering how to balance opportunity with liquidity in a modern portfolio, this episode delivers the insights you need.<\/p>\n
\u23f1\ufe0f Timestamps & Chapters<\/p>\n
00:00 \u2013 Introduction & guest bios<\/p>\n
03:00 \u2013 The surge in private markets: why now?<\/p>\n
06:30 \u2013 Post-GFC shifts and new demand for capital<\/p>\n
08:00 \u2013 Entrepreneurs and natural fit with private investing<\/p>\n
10:00 \u2013 Democratization of private markets explained<\/p>\n
13:00 \u2013 Technology, fund platforms, and scalable access<\/p>\n
14:00 \u2013 Evergreen vs. closed-end funds: structural innovations<\/p>\n
18:00 \u2013 Liquidity sleeves and investor expectations<\/p>\n
22:00 \u2013 The rise of the secondary market & manager dispersion<\/p>\n
25:00 \u2013 Portfolio construction: private credit, equity & real assets<\/p>\n
28:00 \u2013 The case for minimum allocations & proportional exposure<\/p>\n
30:00 \u2013 Inflation protection, diversification & role clarity<\/p>\n
33:00 \u2013 90% of $100M+ revenue companies are private\u2014what that means<\/p>\n
36:00 \u2013 Illiquidity premium, behavioral advantages & patience capital<\/p>\n
37:30 \u2013 Canadian market nuances: real estate, private credit, and compliance<\/p>\n
42:00 \u2013 Why private credit is Canada\u2019s first step into alternatives<\/p>\n
46:00 \u2013 National Bank Investments\u2019 open architecture & Apollo partnership<\/p>\n
49:00 \u2013 Closing thoughts & opportunities ahead<\/p>\n
#PrivateMarkets #AlternativeInvestments #WealthManagement #PrivateCredit #PrivateEquity #EvergreenFunds #InvestmentAdvisors #PortfolioConstruction #FinancialAdvisors #NationalBankInvestments #ApolloGlobalManagement #InsightIsCapital<\/p>\n","protected":false},"excerpt":{"rendered":"
Private markets aren\u2019t 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\u2014and why that shift is changing the way Canadian advisors build portfolios.<\/p>\n
Rapha\u00eblle Gauthier-Grenier, Senior Director, Investment Solutions \u2013 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\u2019s 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:<\/p>\n
Why private markets are gaining momentum with advisors and investors.<\/p>\n
How fund design and distribution partnerships are breaking down barriers.<\/p>\n
The role of private credit, equity, and real assets in building resilient, diversified portfolios.<\/p>\n
Canadian-specific trends in advisor adoption and product scrutiny.<\/p>\n
If you\u2019re an advisor or investor wondering how to balance opportunity with liquidity in a modern portfolio, this episode delivers the insights you need.<\/p>\n
\u23f1\ufe0f Timestamps & Chapters<\/p>\n
00:00 \u2013 Introduction & guest bios<\/p>\n
03:00 \u2013 The surge in private markets: why now?<\/p>\n
06:30 \u2013 Post-GFC shifts and new demand for capital<\/p>\n
08:00 \u2013 Entrepreneurs and natural fit with private investing<\/p>\n
10:00 \u2013 Democratization of private markets explained<\/p>\n
13:00 \u2013 Technology, fund platforms, and scalable access<\/p>\n
14:00 \u2013 Evergreen vs. closed-end funds: structural innovations<\/p>\n
18:00 \u2013 Liquidity sleeves and investor expectations<\/p>\n
22:00 \u2013 The rise of the secondary market & manager dispersion<\/p>\n
25:00 \u2013 Portfolio construction: private credit, equity & real assets<\/p>\n
28:00 \u2013 The case for minimum allocations & proportional exposure<\/p>\n
30:00 \u2013 Inflation protection, diversification & role clarity<\/p>\n
33:00 \u2013 90% of $100M+ revenue companies are private\u2014what that means<\/p>\n
36:00 \u2013 Illiquidity premium, behavioral advantages & patience capital<\/p>\n
37:30 \u2013 Canadian market nuances: real estate, private credit, and compliance<\/p>\n
42:00 \u2013 Why private credit is Canada\u2019s first step into alternatives<\/p>\n
46:00 \u2013 National Bank Investments\u2019 open architecture & Apollo partnership<\/p>\n
49:00 \u2013 Closing thoughts & opportunities ahead<\/p>\n
#PrivateMarkets #AlternativeInvestments #WealthManagement #PrivateCredit #PrivateEquity #EvergreenFunds #InvestmentAdvisors #PortfolioConstruction #FinancialAdvisors #NationalBankInvestments #ApolloGlobalManagement #InsightIsCapital<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1316"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=1316"}],"version-history":[{"count":0,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1316\/revisions"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=1316"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=1316"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=1316"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}