Private markets continue to play an increasingly important role in portfolios for ultra-high-net-worth investors, but as the opportunity set expands, so does the complexity.
JIn our latest Callan Family Office webinar, Doug Getty, Investment Partner at Callan Family Office, and Pete Keliuotis, Executive Vice President and Head of the Alternatives Consulting Group at Callan LLC, discussed the critical role of diligence in navigating private assets. Drawing on institutional research and real-world experience, the conversation explored the current state of play in private credit, private equity and real assets, and how rigorous manager evaluation and underwriting can help investors better assess risk, identify opportunity, and build more resilient private market portfolios.