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Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar

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Manage episode 440195323 series 2712767
Content provided by WealthManagment Invest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WealthManagment Invest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients’ portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier for a broader range of investors to participate in private markets.

Gain insight as David and Joan touch on:

  • The increasing accessibility of private investments to individuals with lower investible assets
  • The role of education in helping advisors effectively utilize private market solutions
  • How technology is streamlining the investment process for advisors and investors
  • Insights into portfolio construction using private equity, credit, and real estate
  • And more

Connect With David Bodamer:

Connect With Joan Solotar:

About Our Guest:

Joan Solotar is the Global Head of Private Wealth Solutions. She serves on the firm’s Management Committee. Blackstone’s Private Wealth Solutions’ mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high-net-worth clients and their advisors. Ms. Solotar also serves on the board of directors of First Eagle Investment Management.

Before joining Blackstone in 2007, Ms. Solotar was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All-Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette.

  continue reading

96 episoade

Artwork
iconDistribuie
 
Manage episode 440195323 series 2712767
Content provided by WealthManagment Invest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WealthManagment Invest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients’ portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier for a broader range of investors to participate in private markets.

Gain insight as David and Joan touch on:

  • The increasing accessibility of private investments to individuals with lower investible assets
  • The role of education in helping advisors effectively utilize private market solutions
  • How technology is streamlining the investment process for advisors and investors
  • Insights into portfolio construction using private equity, credit, and real estate
  • And more

Connect With David Bodamer:

Connect With Joan Solotar:

About Our Guest:

Joan Solotar is the Global Head of Private Wealth Solutions. She serves on the firm’s Management Committee. Blackstone’s Private Wealth Solutions’ mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high-net-worth clients and their advisors. Ms. Solotar also serves on the board of directors of First Eagle Investment Management.

Before joining Blackstone in 2007, Ms. Solotar was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All-Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette.

  continue reading

96 episoade

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