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

Wealth Management Invest

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4M ago 27:25

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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

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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.

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