Mark Neely
Director of Alternatives and senior advisor at GenTrust, a multi-family office; responsible for sourcing, diligencing, recommending, and monitoring private investments for high-net-worth clients.
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Apr 11, 2025 • 56min
Special Series: Beyond Track Record: What Allocators Look for Now - Mark Neely - Director of Alternative Investments - GenTrust
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.
Jan 30, 2026 • 59min
What Private Wealth Wants From Real Estate Operators - Live From iREOC 2025 in Austin, Texas
Mark Sjoberg, CIO at Capital Creek Partners focused on asset allocation for large families. Mark Neely, Director of Alternatives at GenTrust who sources and diligences private investments. Brian Cho, head of distribution at Peachtree Group working across equity, hotels, and credit. They discuss how private wealth allocators build portfolios, preferences for structures and liquidity, the rise of operational due diligence, and where opportunities lie in debt and special situations.
