Tag: Infrastructure Investments
Wealth Management Invest: Cerity’s Tom Cohn on Private Market Allocations

Wealth Management Invest: Cerity’s Tom Cohn on Private Market Allocations

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In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Tom Cohn, partner and chief solutions officer at Cerity Partners. They explore the significance of private markets in client portfolios and discuss asset allocation strategies. 

Tom shares insights on the evolution of private markets, the rise of evergreen structures and the impact of macroeconomic trends on investment decisions.

They discuss:

  • Key considerations for client portfolios, including illiquidity risk and asset class diversification
  • The growing importance of data centers and AI-driven infrastructure investments
  • How secondaries provide diversification and reduce risk exposure
  • The shift of credit opportunities from banking to asset management 

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Connect With Tom Cohn:

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

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

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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.