Wealth Management Invest: Cerity’s Tom Cohn on Private Market Allocations

In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Tom Cohn, partner and chief solutions officer at Cerity Partners. They explore the significance of private markets in client portfolios and discuss asset allocation strategies.

Tom shares insights on the evolution of private markets, the rise of evergreen structures and the impact of macroeconomic trends on investment decisions.

They discuss:

• Key considerations for client portfolios, including illiquidity risk and asset class diversification
• The growing importance of data centers and AI-driven infrastructure investments
• How secondaries provide diversification and reduce risk exposure
• The shift of credit opportunities from banking to asset management

Connect With David Bodamer:

• [e-mail]
• WealthManagement.com
• LinkedIn: David Bodamer
• LinkedIn: WealthManagement

Connect With Tom Cohn:

• LinkedIn: Tom Cohn
• LinkedIn: Cerity Partners
• Cerity Partners

Resources:

• Listen to the Wealth Management Invest Podcast on WealthManagement.com
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• Listen and Subscribe to the Wealth Management Invest on Spotify