T. Rowe Price, Goldman Sachs, and OHA on Education, Evergreen Structures, and Portfolio Construction (EP.49)
For wealth professionals considering private markets for individual clients, the panel covers education, evergreen structures and the trade-offs of illiquidity, with views from three large managers.
Summary
By the markets & outlook deskA CAIS Summit 2026 panel with Rob Sharps of T. Rowe Price, John Waldron of Goldman Sachs and Glenn August of OHA, moderated by Maneet Ahuja, discusses why interest in private markets has grown among individual investors and how the speakers think about portfolio construction. The conversation covers public equity concentration, evergreen structures, illiquidity trade-offs, recent private credit headlines, manager dispersion and where retirement may fit.
- Interest in private markets has grown among individual investors.
- Panelists discuss concentration in public equity portfolios.
- They cover evergreen structures and the trade-offs that come with illiquidity.
- The conversation addresses recent private credit headlines and dispersion across managers.
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