David Bodamer sits down with Joan Solotar, international head of personal wealth options at Blackstone, to discover the evolution of personal market investments and the way monetary advisors can leverage these alternatives to boost their purchasers’ portfolios. Joan discusses how expertise and innovation are reshaping funding processes, making it simpler for a broader vary of traders to take part in non-public markets.
Achieve perception as David and Joan contact on:
- The growing accessibility of personal investments to people with decrease investible belongings
- The function of schooling in serving to advisors successfully make the most of non-public market options
- How expertise is streamlining the funding course of for advisors and traders
- Insights into portfolio development utilizing non-public fairness, credit score, and actual property
- And extra
Join With David Bodamer:
Join With Joan Solotar:
About Our Visitor:
Joan Solotar is the World Head of Non-public Wealth Options. She serves on the agency’s Administration Committee. Blackstone’s Non-public Wealth Options’ mission is to convey institutional high quality merchandise throughout a broad spectrum of different asset courses to high-net-worth purchasers and their advisors. Ms. Solotar additionally serves on the board of administrators of First Eagle Funding Administration.
Earlier than becoming a member of Blackstone in 2007, Ms. Solotar was Head of Fairness Analysis at Financial institution of America Securities and a extremely ranked Institutional Investor All-Star monetary providers analyst at Credit score Suisse and Donaldson, Lufkin & Jenrette.
