Unlocking Opportunities in Private Markets
Unlocking Opportunities in Private Markets
An Exclusive Event for Accredited Investors
You and a guest are invited to join Opal Wealth Advisors for an enlightening evening featuring Stephen Walker, CAIA®, Vice President of StepStone Private Wealth, and Jesse Giordano, CFP®, CAP®, RLP®, CBEC®, Financial Advisor and Principal of Opal Wealth Advisors. During the event, on January 21 at 5:30 PM, Stephen and Jesse will focus on unlocking the transformative potential of private markets.
Date: Tuesday, January 21, 2025
Time: 5:30 PM – 7:30 PM
Location: Opal Wealth Advisors 2 Jericho Plaza | Suite 208 | Jericho, NY 11753 (Map)
Enjoy a complimentary catered dinner and drinks
Our conversation will include:
- The Power of Private Investments: Discover how 87% of the U.S. economy is driven by private companies, offering unique growth and value-creation opportunities.
- Investor Opportunities: Gain insights into key asset classes like Private Equity, Venture Capital, Private Infrastructure, and Private Debt, each with distinct risk/return profiles.
- The Evolving Landscape of Alternatives: Learn how “evergreen funds” are revolutionizing private market investing with lower minimums, increased liquidity, and simplified tax reporting through 1099s.
About our speaker:
Stephen Walker, CAIA, Vice President, StepStone Private Wealth is a Regional Director specializing in innovative private market solutions for financial advisors. A CAIA charterholder, he has three years of experience with StepStone and a BS in Business Administration from The College of Charleston.
Investment in Alternatives is for Accredited Investors only. Investment in private investment funds (“Alternatives”) involves various risk factors, including, but not limited to, potential for complete loss of principal, liquidity constraints, and lack of transparency of the underlying investments. Unlike liquid investments that a client/investor may maintain, private investment funds do not provide daily liquidity or pricing. OWA charges an investment advisory fee in addition to the fees of the private investment funds.
Register today to reserve your seat.
Please RSVP by January 19 – and feel free to bring a guest!