Rick Van Kuren Panelist on CFA Institute Webinar

LVW Advisors Senior Partner and Director of Research Rick Van Kuren, CFA®, was on the panel for a recent CFA Institute webinar, Identifying and Implementing the Right Private Markets Strategies for Your Clients’ Portfolios. The session focused on how RIAs and wealth managers can effectively evaluate and select private market strategies that best align with their clients’ investment objectives. Highlighting current and emerging private investment strategies, Rick discussed the importance of understanding each client’s investment timeline as well as stress testing portfolios to ensure they are aligned with clients’ liquidity needs.

Watch the full webinar here >