Are You Swimming With Sharks? What Advisers Get Wrong About Private Markets

The same portfolio mistakes keep showing up across adviser practices, and Jacqueline Fernley, Founder and OCIO of Arcpoint, has seen them all. When it comes to public markets, the mistakes look different but are just as costly. In this episode, we explore how you can avoid them. Plus how can advisers locate long term out-performers amongst the huge dispersion of performance in the asset class. 00:00 Introduction 01:36 Advice Industry Trends 06:30 Building An OCIO Business 08:05 Market Noise And Staying Invested 09:42 Private Credit Reality Check 14:45 Private Markets Are Hard 17:58 Tax Changes And Portfolio Construction 20:44 Infrastructure’s AI Tailwind 23:05 What Jacqui Avoids 27:31 How To Assess Managers 30:52 The AI CapEx Chart ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points (https://equitymates.com/episode/are-y...) 0.5 Total Hours Knowledge Requirements: Financial Planning (0.25 hour), Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— Want more Basis Points? Sign up to the Basis Points Newsletter here: https://basispoints.beehiiv.com/subsc... Follow Basis Points on LinkedIn:   / basis-points-by-equity-mates   Have a question? Send us a message on our website (https://equitymates.com/get-in-touch/) ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.