Trends with Benefits Alts for All: Retail Investors and the Private Market Revolution
Jul 8, 2025
In this discussion, Eric Mancini, a partner and director at Traphagen Investment Advisors, delves into the burgeoning world of private investments and their role in reshaping portfolios. He highlights how alternative assets can provide lower correlations and new growth opportunities. The conversation also touches on retirement planning myths, the benefits of annuities, and emerging technologies like AI ETFs. Eric shares inspiring client success stories, emphasizing the balance between financial security and enjoying life's experiences.
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Private Markets Diversify Equity Exposure
- Public equity is heavily concentrated in a few tech-related companies, limiting diversification.
- Private markets offer a broader universe of equities as companies stay private longer.
Evolve Alternatives Strategy Gradually
- Start by introducing some alternatives into portfolios and then gradually expand into diverse private investments.
- Consider using more liquid vehicles like interval funds to ease access and reduce logistical challenges.
Private Markets Offer Yield and Diversification
- Private credit and equity attract interest due to higher yields and diversification amid public market concentration.
- Private credit yields of 5-8% offered a compelling alternative to low public bond yields during zero interest rate periods.