Private Investments Come of Age - Opportunity and Balance Unlocked
Release Date: 10/01/2025
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info_outlinePrivate markets aren’t just the playground of institutions and the ultra-wealthy anymore. In this episode, we dig into how access to private credit, equity, and real assets is opening up—and why that shift is changing the way Canadian advisors build portfolios.
Raphaëlle Gauthier-Grenier, Senior Director, Investment Solutions – Private Investments at National Bank Investments, and Ross Neilson, Principal at Apollo Global Management, join us for a candid look at the surge of private investing in Canada. Together, we unpack what’s driving the momentum, how new fund structures are breaking down barriers, and where private markets really belong in a modern portfolio. From the rise of evergreen fund structures to the behavioral edge of illiquidity, we unpack:
Why private markets are gaining momentum with advisors and investors.
How fund design and distribution partnerships are breaking down barriers.
The role of private credit, equity, and real assets in building resilient, diversified portfolios.
Canadian-specific trends in advisor adoption and product scrutiny.
If you’re an advisor or investor wondering how to balance opportunity with liquidity in a modern portfolio, this episode delivers the insights you need.
⏱️ Timestamps & Chapters
00:00 – Introduction & guest bios
03:00 – The surge in private markets: why now?
06:30 – Post-GFC shifts and new demand for capital
08:00 – Entrepreneurs and natural fit with private investing
10:00 – Democratization of private markets explained
13:00 – Technology, fund platforms, and scalable access
14:00 – Evergreen vs. closed-end funds: structural innovations
18:00 – Liquidity sleeves and investor expectations
22:00 – The rise of the secondary market & manager dispersion
25:00 – Portfolio construction: private credit, equity & real assets
28:00 – The case for minimum allocations & proportional exposure
30:00 – Inflation protection, diversification & role clarity
33:00 – 90% of $100M+ revenue companies are private—what that means
36:00 – Illiquidity premium, behavioral advantages & patience capital
37:30 – Canadian market nuances: real estate, private credit, and compliance
42:00 – Why private credit is Canada’s first step into alternatives
46:00 – National Bank Investments’ open architecture & Apollo partnership
49:00 – Closing thoughts & opportunities ahead
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