Implementation framework

MAY 6, 202621 MIN
RPM - Reflections on Private Markets

Implementation framework

MAY 6, 202621 MIN

Description

<p>In this episode of RPM, Miguel Sosa and David Robbins join co-host Anna Marcus to unpack the implementation gap holding advisors back from private markets—exploring why shifting public market dynamics demand a rethink of the traditional 60/40 portfolio, and how evergreen structures and a practical allocation framework can help advisors bridge the divide.</p>