Breakout B: The Three L’s of Portfolio Construction: Liquidity, Liquidity, Liquidity
Overview
Patrick Parisi, CIMA®, Director, Investment Advisory Services, BMO Family Office
Understanding the role of liquidity is critical to effective portfolio management. In this session, we will provide guidance on how to build investment portfolios that incorporate liquidity needs and manage through market downturns. Learn how to manage “capital in waiting” as you build out a private markets portfolio, among other considerations for liquidity management.