Monday, February 23 | 1:15pm – 2:00pm | Free Presentation Stage 3
Why high-net-worth investors and family offices are shifting from upside speculation toward strategic allocation, income durability, and disciplined private market exposure. As equity volatility rises, correlation increases, and concentration risk quietly builds inside traditional portfolios, predictable returns and income is becoming more valuable than chasing the next market breakout. In this session, you’ll learn how professional investors and family offices allocate capital to generate consistent 8-12% targeted returns and how to use a proven capital allocation plan – including a complimentary resource – to align your goals, optimize risk, and build reliable long-term returns.
Tuesday, February 24 | 12:15pm – 1:00pm | Concorde C
Learn how experienced market investors are building durable returns and income with private credit and real estate. Public markets are becoming more volatile, more correlated, and harder to consistently extract predictable high returns – even for experienced investors. In this session, you’ll discover how professional investors are shifting capital into private markets to build durable returns and income, where Bequest fits into that strategy, and how you can access a proven allocation framework and a free resource to strengthen your own portfolio.