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.
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Mark's Career Shift to Wealth Management
- Mark Neely transitioned from hedge fund work at EJF Capital to working at GenTrust to stay entrepreneurial and client-focused without the intense pressure of running a business.
- He enjoys applying his investment skills to a dynamic wealth management environment serving diverse client needs.
Core Role in Alternatives Investing
- Finding top quartile or decile managers delivering outsized returns is Mark's primary role at GenTrust.
- This combines bottom-up manager selection with top-down market sector opportunity identification for clients.
Why Clients Choose Alternatives
- Clients seek alternatives as public market valuations, especially in tech, become rich and less attractive for margin capital.
- This drives a growing adoption of private investments by ultra-high-net-worth families.