Tag: financial advisors
Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy

Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | TuneIn | RSS | More

In this episode of the Wealth Management Invest podcast, host David Bodamer connects with Brendan McCurdy, managing director and co-head of the financial advisor solutions team at Ares, to delve into private market investments. They discuss how financial advisors navigate the complexities of private equity, private credit, real estate, and infrastructure. 

David and Brendan discuss:

  • The structure and role of the Financial Advisor Solutions team within Ares [00:01:10]
  • Navigating complexities in private market investments [00:03:00]
  • The strategic importance of alternative investments in portfolios [00:05:30]
  • Access points in private markets and investor targeting [00:07:20]
  • Trends and shifts in asset classes for 2025 [00:09:50]
  • The rise of infrastructure investments driven by technological advancements [00:15:00]
  • Opportunities in sports, media, and entertainment investments [00:22:30]
  • And more

Connect With David Bodamer:

Connect With Brendan McCurdy:

About Our Guest:

Brendan is a Managing Director and Head of Research & Marketing within Ares Wealth Management Solutions, a premier provider of private market investment solutions for private wealth investors and family offices. Within Research, the Financial Advisor Solutions Team (FAST) is a team of asset allocation specialists that deliver education, insights, and analytical tools that can help optimize the inclusion of private markets in portfolios.
Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar

Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | TuneIn | RSS | More

David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients’ portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier for a broader range of investors to participate in private markets.

Gain insight as David and Joan touch on:

  • The increasing accessibility of private investments to individuals with lower investible assets
  • The role of education in helping advisors effectively utilize private market solutions
  • How technology is streamlining the investment process for advisors and investors
  • Insights into portfolio construction using private equity, credit, and real estate
  • And more

Connect With David Bodamer:

Connect With Joan Solotar:

About Our Guest:

Joan Solotar is the Global Head of Private Wealth Solutions. She serves on the firm’s Management Committee. Blackstone’s Private Wealth Solutions’ mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high-net-worth clients and their advisors. Ms. Solotar also serves on the board of directors of First Eagle Investment Management.

Before joining Blackstone in 2007, Ms. Solotar was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All-Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette.