FINANCIAL PLANNING WEBINAR | THURSDAY, SEPTEMBER 10TH AT 12 PM CT

Beyond the S&P 500: Private Market Investment Opportunities for $3M+ Portfolios

Exploring private equity, private credit, and real assets as sophisticated investment opportunities.

As your portfolio grows, you have more options for putting your money to work. Historically, access to investments in private equity, private credit, and real assets has been limited to ultra high-net worth investors or major firms, even though these investments can create opportunities through new sources of potential returns and diversification.

But access alone isn't enough.

Private market investments are not simply a higher-return version of public investing. The structures are different, the risks can be greater, and poor decisions around leverage, lock-ups, fees, or manager selection can have lasting consequences for a portfolio.

Join Willis Johnson Wealth's Private Markets Investment Analyst, Stella Hoover, CFA®, for a discussion on how our investment team evaluates private market opportunities and risks and incorporates them into portfolios.

In this webinar, we'll explore:

  • Why high-net worth investors are looking beyond public markets: Understand how private markets can fit within a diversified portfolio and where the potential for greater returns and diversification may come from.

  • Who may be well suited for private investments: Learn how liquidity needs, investment horizon, and financial goals can influence whether private markets make sense at different portfolio thresholds.

  • How different private investments compare: Explore the potential benefits and risks of private equity, private credit, and private real assets, and the different roles they can serve in a portfolio alongside their public market equivalents.

  • The level of due diligence sophisticated investors need to take before investing: Discover how to evaluate a fund’s manager, structure, fees, use of leverage, liquidity terms, and underlying strategy before deciding whether the potential return justifies the risk.

  • How private markets fit into a broader investment strategy: See why choosing an investment is only one part of the decision, and how allocation, diversification, and financial planning should influence the approach.

This webinar can help you better understand what those opportunities look like, the tradeoffs involved, and how to evaluate whether private markets could strengthen your overall investment strategy.

Register now by filling out the form. 

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