Accepted for 1 CE Credit
Unlocking Private Markets: A Practical Guide to Portfolio Implementation
Now On Demand • Accepted for 1 CE Credit
Private markets have long been the domain of institutional investors, but today’s evolving landscape is creating new opportunities for a broader range of investors to access these potentially return-enhancing asset classes. This webinar will provide financial advisors with a practical framework for thoughtfully integrating private credit and private equity into client portfolios, exploring how these alternatives can complement traditional stock and bond allocations while addressing key considerations like liquidity.
Whether you’re just beginning to explore alternatives or looking to refine your implementation approach, you’ll gain actionable insights into the structural evolution making private markets more accessible—including interval funds—and learn due diligence frameworks for evaluating managers. Join us to equip yourself with strategies to help clients potentially benefit from the diversification and return opportunities that private markets can offer.
Accepted for 1 CFP / IWI / CFA CE Credit
Speakers
Anna Narem
VP, Director of Product Management and Analytics
Calamos Investments
Anna leads Calamos’s Product Management and Analytics team, which delivers strategic product expertise and multi-asset portfolio analysis to the Calamos organization and financial advisors. Anna joined Calamos Investments in 2022 from Harris Associates where she led product management and development efforts. Prior to Harris Associates, Anna was on the multi-asset solutions leadership team and supported product strategy efforts at Nuveen. Anna is a licensed attorney, holding a JD and MBA from Indiana University School of Law and Kelley School of Business and a BA in Spanish from the University of South Dakota. She holds a FINRA Series 7 license.
Anna Narem
VP, Director of Product Management and Analytics
Calamos Investments
Anna leads Calamos’s Product Management and Analytics team, which delivers strategic product expertise and multi-asset portfolio analysis to the Calamos organization and financial advisors. Anna joined Calamos Investments in 2022 from Harris Associates where she led product management and development efforts. Prior to Harris Associates, Anna was on the multi-asset solutions leadership team and supported product strategy efforts at Nuveen. Anna is a licensed attorney, holding a JD and MBA from Indiana University School of Law and Kelley School of Business and a BA in Spanish from the University of South Dakota. She holds a FINRA Series 7 license.
Brett Graffy
Managing Director
Aksia
Brett is a Managing Director on the Pan-Alts team in the Americas and has over 13 years of industry experience. Brett works with Aksia’s global institutional clients on private credit portfolio strategy and construction and related investment advisory activities.
Prior to joining Aksia in 2023, Brett was the Associate Director at Marquette Associates, where he was a member of the Research Team, and led coverage of private credit, private equity, growth equity, and venture capital investments for the firm’s institutional clients. Prior to joining Marquette, Brett was a director at a New York City-based financial technology start-up. He previously held roles in the Institutional Groups at Invesco, Deutsche Bank, and Sentinel Investments where he led relationship development for the firm’s largest clients. Prior to embarking on his corporate career, Brett played professional baseball with Chicago White Sox.
Brett graduated from the University of Notre Dame with a BA in History and holds an MBA from Yale School of Management. He holds the CAIA designation.
Brett Graffy
Managing Director
Aksia
Brett is a Managing Director on the Pan-Alts team in the Americas and has over 13 years of industry experience. Brett works with Aksia’s global institutional clients on private credit portfolio strategy and construction and related investment advisory activities.
Prior to joining Aksia in 2023, Brett was the Associate Director at Marquette Associates, where he was a member of the Research Team, and led coverage of private credit, private equity, growth equity, and venture capital investments for the firm’s institutional clients. Prior to joining Marquette, Brett was a director at a New York City-based financial technology start-up. He previously held roles in the Institutional Groups at Invesco, Deutsche Bank, and Sentinel Investments where he led relationship development for the firm’s largest clients. Prior to embarking on his corporate career, Brett played professional baseball with Chicago White Sox.
Brett graduated from the University of Notre Dame with a BA in History and holds an MBA from Yale School of Management. He holds the CAIA designation.
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