Accessing the Private Markets: Reviewing Options for Access | Wealth Management EDGE Speaking Session

Tuesday, June 9, 2026 | 11:00 AM – 11:35 AM (US Eastern)
Wealth Management EDGE 2026 | Boca Raton, FL

Private markets continue to draw significant investor interest, but evaluating access, structure, and portfolio fit requires careful analysis. Join Alexis Miller for a timely discussion on navigating private market opportunities within modern wealth strategies.

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Session Overview

As private markets become a more prominent part of portfolio conversations, advisors and firms face increasingly nuanced decisions around access, liquidity, valuation, and integration.

This panel will explore:

• Evolving pathways to private market exposure
• Structural and liquidity considerations
• Portfolio construction implications
• Risks, tradeoffs, and common misconceptions
• Practical perspectives for client conversations

Meet the Speaker

Alexis Miller
Director of Investment Research
OnePoint BFG Wealth Partners

Alexis Miller leads investment research here at OnePoint BFG Wealth Partners, focusing on portfolio strategy, due diligence, and the thoughtful integration of alternative and private market investments.

Why This Conversation Matters

Private markets are moving from “specialty allocation” to “strategic consideration.” With that shift comes complexity:

• Limited liquidity
• Valuation opacity
• Structural variability
• Client expectation management

Understanding these dynamics is essential for advisors serving sophisticated investors.

Curious to learn more?

Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”).

OnePoint BFG often uses Artificial Intelligence (“AI”) in the generation of marketing and advertising and has established policies to ensure all AI generated material goes through human review prior to dissemination. This communication has been provided for general informational and discussion purposes only, and should not be considered as investment, legal or tax advice or as a recommendation. OnePoint BFG does not represent any third-party information used as its own. Please contact your legal counsel or tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein.

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