The Distribution by Juniper Square
Special Series: Beyond Track Record: What Allocators Look for Now - Mark Neely - Director of Alternative Investments - GenTrust
Apr 11, 2025
Mark Neely, Director of Alternatives at GenTrust Wealth Management, shares his expertise in sourcing and managing alternative investments. He discusses the growing interest in private equity and real estate, emphasizing the need for risk management and liquidity. Mark also outlines strategies for pitching to allocators, underscoring the importance of trust and effective communication. He dives into the evolving role of advisors in educating clients about alternatives, and highlights the challenges of adapting to private wealth distribution in today's market.
56:01
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Quick takeaways
- Wealth managers must employ both bottom-up and top-down approaches to identify asset managers that align with market trends and client goals.
- The increasing preference for alternative investments among ultra-high-net-worth individuals signifies a shift towards private markets for better long-term portfolio growth and diversification.
Deep dives
Role of Manager Selection in Wealth Management
The main function of a wealth manager is to identify top-performing asset managers capable of generating superior returns for clients. This involves both a bottom-up approach, focusing on the individual managers and their strategies, and a top-down approach, which assesses broader market trends and changes that may impact specific sectors. Wealth managers must be strategic in selecting managers based on these market dynamics, ensuring that they can leverage unique opportunities available at different times. This dual approach helps clients position themselves advantageously in an evolving investment landscape.
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