Investors First: Markets Are Converging. What Comes Next?
Public and private markets are converging, and that shift is reshaping how investors access opportunities, construct portfolios, and think about long-term returns.
Join Morningstar CEO Kunal Kapoor and founder of Accredited Investor Insights Leyla Kunimoto for a timely conversation on what’s driving this convergence, where opportunities are emerging, and what investors should consider as the lines between public and private markets continue to blur.
They’ll discuss:
Why companies are staying private longer
How portfolio construction is evolving
The role of semiliquid and hybrid investment vehicles
Risks investors should understand
What this shift means for advisors and asset allocators
Whether you’re an advisor, asset manager, institutional investor, or an individual investor, this session will offer practical insights into one of the most important structural shifts shaping markets today.
Speakers:
Kunal Kapoor, CEO, Morningstar
Leyla Kunimoto, Founder, Accredited Investor Insights
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If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
