Beyond the Portfolio Podcast: Private Markets Deep Dive

In this episode, recorded 09-08-2025. Opportunities, risks, and portfolio integration Host Mike Miranda, Head of Investments for BMO Private Wealth North America, explores the expanding role of private markets in high-net-worth and ultra-high-net- worth portfolios. Joined by Rod Larson, North American Head of Investment Management Research, this episode examines current private market trends, fundraising activity, and sector focus. The conversation addresses key challenges including valuation pressures, liquidity constraints, and regulatory headwinds, while exploring strategies for navigating these risks and integrating private markets into broader asset allocation frameworks for long-term portfolio growth and diversification.