In this episode Som Seif, CEO of Purpose Investments, joins us to challenge common misconceptions about private markets. First, we discuss the current state of markets. Seif explains why private assets—private equity, private credit, and private real estate—are becoming essential components of modern investment portfolios. He discusses how institutional-grade private investments have become accessible to retail investors, debunks myths about risk and illiquidity, and outlines how these assets can enhance diversification, generate uncorrelated returns, and offer a more stable investment experience. Finally, we delve into how private sub-advisor managers like Apollo, Pantheon, and BlueRock are taking a significant role in democratizing access to these private market opportunities.
01:22 – Introduction: Debunking Private Markets
01:39 – Opening Disclaimer
01:58 – The State of Markets in 2025: Uncertainty & Opportunity
04:50 – Emotions vs. Rational Investing: Avoiding Reactionary Mistakes
09:17 – Why Private Markets Matter Now More Than Ever
10:04 – The Rise of Private Investments for Retail Investors
14:56 – Breaking the Myth: Institutional vs. Retail Access
16:58 – How Private Market Investments Are Being Democratized
21:03 – The Role of Private Assets in Portfolio Construction
23:34 – Private Equity: The Strategic Edge Beyond Public Markets
29:26 – Private Credit: A Rising Opportunity Amid Bank Retrenchment
33:55 – The Convergence of Private Equity & Private Credit
37:41 – Addressing Liquidity Concerns in Private Market Investing
45:27 – Purpose Investments’ Approach to Private Market Accessibility
47:48 – What Advisors Need to Know About Private Markets
49:79 – Final Takeaways: A Call to Reevaluate Private Investments
#PrivateMarkets #AlternativeInvestments #PrivateEquity #PrivateCredit #RealEstate #PortfolioManagement #WealthManagement #InstitutionalInvesting #InvestmentStrategy #FinancialMarkets
