Tara Newbery is Managing Director, Legal and Regulatory for Brookfield Oaktree Wealth Solutions (BOWS) where she leads the legal practice for EMEA and APAC. BOWS is focused on delivering alternative solutions to the wealth market and has created a number of vehicles to allow assess to Brookfield and Oaktree’s capabilities to private wealth investors. Tara has 20 years’ experience of working for leading asset managers and has vast experience in fund structuring and advising asset managers on the legal and operational requirements of distribution to the wealth market.
When targeting retail investors, how do managers of private assets navigate the access points and distribution models? The democratisation of private markets is a topic on many industry participants’ minds. The concept has reached new levels of popularity with the world’s biggest private assets managers looking for new sources of LP capital, as institutional LPs are reassessing their allocations to alternative products. At the upper end of the retail market, private wealth opportunities are growing, but the question is: how do fund managers access this investor group and what are the points of attention?
Partner
Managing Director
Member of the Executive Board