Now On Demand
Accessing PE & VC Returns Through a Liquid ETF Structure
Private equity and venture capital investments have delivered strong long-term returns—but access is limited, costs are high, and liquidity is often years away.
This webinar will explore:
- The key trends transforming private markets and how they create opportunities for alternative liquid strategies.
- How a liquid ETF structure can help clients gain exposure to private equity and venture capital return profiles—without traditional constraints.
- How this strategy fits into a portfolio as a cost-efficient diversifier beyond stocks and bonds.
- Bonus Idea: How to enhance fixed income exposure by targeting bonds issued by companies with strong free cash flow fundamentals.
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.
Speakers
Sean O’Hara joined PLANCO in 1985. Sean spent 22 years with PLANCO/Hartford where he performed various roles including wholesaler, divisional manager, and managing director of the national wholesaler team. In his time as managing director, PLANCO sales grew on an annual basis from $14 billion per year to over $30 billion per year. During his tenure, he had oversight responsibility for more than 300 wholesalers and 20 divisions. From 2001 to 2007, Sean managed all domestic wholesaling activities for variable annuities, mutual funds, and 401k’s. Additionally, Sean oversaw variable annuity sales in Japan and held a seat on the Board of Directors for the Japanese Life Company.
In July 2007, Sean joined Pacer Financial to lead the national wholesaling team. He has made television appearances on CNBC and Fox Business.
Sean holds the FINRA Series 7, 24, 26, 63, and 65 licenses as well as a Pennsylvania Resident Insurance Producer license and is also licensed as a Non-resident Insurance Producer in all 50 states and commonwealths throughout the US and the District of Columbia.
Sean is a graduate of The Catholic University of America, Washington, DC.
Sean O’Hara joined PLANCO in 1985. Sean spent 22 years with PLANCO/Hartford where he performed various roles including wholesaler, divisional manager, and managing director of the national wholesaler team. In his time as managing director, PLANCO sales grew on an annual basis from $14 billion per year to over $30 billion per year. During his tenure, he had oversight responsibility for more than 300 wholesalers and 20 divisions. From 2001 to 2007, Sean managed all domestic wholesaling activities for variable annuities, mutual funds, and 401k’s. Additionally, Sean oversaw variable annuity sales in Japan and held a seat on the Board of Directors for the Japanese Life Company.
In July 2007, Sean joined Pacer Financial to lead the national wholesaling team. He has made television appearances on CNBC and Fox Business.
Sean holds the FINRA Series 7, 24, 26, 63, and 65 licenses as well as a Pennsylvania Resident Insurance Producer license and is also licensed as a Non-resident Insurance Producer in all 50 states and commonwealths throughout the US and the District of Columbia.
Sean is a graduate of The Catholic University of America, Washington, DC.
As President of DSC Quantitative Group, Jeff leads the development of quantitative investment solutions that replicate the core risks and returns of private equity and venture capital with greater efficiency, lower fees, and daily liquidity. Backed by a world-class academic team and exclusive partnerships with Thomson Reuters/Refinitiv and Cambridge Associates, DSC offers a fundamentally different, research-driven framework for accessing private markets.
Prior to founding DSC, Jeff held roles at Deutsche Bank Securities, Morgan Stanley, Citadel Investment Group, and AT Kearney, with experience spanning public and private markets, high-frequency trading, and alternative investments.
He is also active in global philanthropy through Nuestros Pequeños Hermanos and World Bicycle Relief, and is a longtime endurance athlete and follower of international affairs.
As President of DSC Quantitative Group, Jeff leads the development of quantitative investment solutions that replicate the core risks and returns of private equity and venture capital with greater efficiency, lower fees, and daily liquidity. Backed by a world-class academic team and exclusive partnerships with Thomson Reuters/Refinitiv and Cambridge Associates, DSC offers a fundamentally different, research-driven framework for accessing private markets.
Prior to founding DSC, Jeff held roles at Deutsche Bank Securities, Morgan Stanley, Citadel Investment Group, and AT Kearney, with experience spanning public and private markets, high-frequency trading, and alternative investments.
He is also active in global philanthropy through Nuestros Pequeños Hermanos and World Bicycle Relief, and is a longtime endurance athlete and follower of international affairs.
Register Now!
Already have an account? Sign in
*Required Fields