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This is The Insight is Capital Podcast, AdvisorAnalyst.com’s fireside chats with fascinating people in finance to discuss their insights on life, markets, macro, investment strategy, and and much more.
Private Investments Come of Age - Opportunity and Balance Unlocked
The Insight is Capital™ Podcast
50 minutes 31 seconds
1 month ago
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.
The Insight is Capital™ Podcast
This is The Insight is Capital Podcast, AdvisorAnalyst.com’s fireside chats with fascinating people in finance to discuss their insights on life, markets, macro, investment strategy, and and much more.