Private investments have become an increasingly important part of sophisticated portfolios — yet the landscape can be difficult to navigate.
In this educational episode, Heritage Partner and Managing Director of Investments Cary Baronian sits down with Director of Private Investments Jason Barbera to unpack how private markets work. Together, they walk through the major segments of the private investment universe, including private equity, venture capital, private credit, and real assets, and discuss how institutional investors often think about each area.
The conversation explores:
For listeners interested in learning more about private markets and how they are often incorporated into long-term portfolios, this conversation provides a helpful educational overview.
DISCLOSURE
Educational Purposes Only. This presentation is being provided solely for educational and informational purposes.
Not an Offer or Solicitation. Nothing in this presentation constitutes an offer to sell, nor a solicitation of an offer to buy, any securities, investment products, or interests in any fund. We will not discuss any active, planned, or future securities offerings. This presentation is not intended to condition the market, create investor interest, or promote any securities. Any investment‑related conversations, if appropriate, occur only in private, one‑on‑one settings with individuals with whom we have a pre‑existing, substantive relationship. Nothing presented should be interpreted as personalized investment, legal, or tax advice.