The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
All content for The Trusted Adviser is the property of Rob Pyne and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
Unlocking Private Markets: Insights from James Damicoucas & Tom Bernard of Frontier Advisors
The Trusted Adviser
43 minutes 14 seconds
6 months ago
Unlocking Private Markets: Insights from James Damicoucas & Tom Bernard of Frontier Advisors
In this episode of The Trusted Adviser Podcast, host Rob Pyne is joined by James Damicoucas and Tom Bernard from Frontier Advisers to explore the growing accessibility of private markets for financial advisers. They discuss the rise of evergreen funds, key investment structures, and how advisers can integrate private equity, private debt, unlisted property and infrastructure into client portfolios. The conversation covers liquidity considerations, risk-return profiles, and essential due diligence steps for advisers looking to diversify beyond traditional asset classes. Tune in for expert insights on navigating private markets and making informed investment decisions.
The Trusted Adviser
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
