Liquidity Risk in Private Markets: A Guide for Financial Advisors
As private market investments play a larger role in private client portfolios, liquidity risk has become a top concern for financial advisors. Without careful planning and monitoring, illiquid allocations can create portfolio imbalances, client cash flow challenges, and suitability issues—especially in dynamic market environments.
This timely webinar explores how advisors can effectively assess, construct, and monitor private market portfolios to reduce liquidity risk and build more resilient investment programs. We’ll walk through practical frameworks, tools, and best practices for aligning illiquid exposures with client needs and investment objectives.
What You’ll Learn:
Key concepts and terms related to liquidity risk
How to identify liquidity risk red flags during manager due diligence and fund selection
Portfolio construction techniques to balance illiquidity with flexibility
Tools and metrics for monitoring liquidity risk across private markets allocations
How to evaluate client suitability for illiquid strategies and set appropriate expectations
Speakers
Nimar Bangash - Co-Founder & Chief Executive Officer
Mr. Bangash is responsible for setting the strategic direction at Obsiido in addition to his responsibilities as a Portfolio Manager and member of Obsiido's Investment Committee. He has 15 years of investment industry experience working for multi-billion dollar investment managers in investment, product and strategy related roles. He holds the CAIA and CIM designations.
Puneet Grewal - Co-Founder & Chief Operating Officer
Ms. Grewal is Obsiido's Chief Operating Officer and Chief Compliance Officer as well as Chair of Obsiido's Liquidity Risk Management Committee. She has 12 years of investment industry experience working for multi-billion dollar investment managers as in-house counsel.