The $18.6 Trillion Model Portfolio Problem

Model portfolios could hold $18.6 trillion by 2030.

 And evergreen funds still can't get in cleanly.

Platforms are pushing public/private models, but the two sides settle separately: the public sleeve a platform, and the private sleeve off-platform, through individual subscriptions.

A combined public/private market plumbing doesn't exist yet to drive:

  • Rebalancing when the private side can't trade daily
  • Processing subs and redemptions at model scale
  • Pricing the whole book as one position

This webinar - in partnership with Monark Markets - will explore how evergreen funds can scale in models, and who should build it.

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Webinar Details

September 11, 2026
12:30 PM ET
Watch recording
In partnership with

Meet our speakers

GP and LP operation, technology and data leaders: in one room. Aligning on the technologies, systems, and operating models shaping what comes next.

Lucy Xin

Managing Director

Apollo

Ben Haber

Co-Founder & CEO

Monark

Andrew Tarver

Founding Partner

Motive Partners

Michael Miller

Product Manager - Alternatives

Altruist

Who it’s for

Attendance is curated to ensure value. If you're building, scaling, or optimizing a private equity, private credit, LP or wealth ops platform, you’ll be among your peers.

want to learn more about the audience?

Who’s coming

GPs and infrastructure providers

GP heads of product, operations, and wealth distribution running evergreen vehicles, alongside technology leaders building rebalancing, sub-accounting, and managed-account infrastructure

Wealth platforms

Model-portfolio strategists and heads of investment solutions at wealth platforms

Servicing partners

Custodians, transfer agents, and fund administrators supporting advisor-channel volume

Who Joins PMF Webinars

The people who run private markets, from the firms that manage the capital.

250+
registrants per session
2 in 3
buy-side registrants at Director level or above

Buy-side firms in the audience

(sample recent event)

106 GPs, wealth platforms and allocators in one session

GPs and allocators
funds, pensions, insurers
72
Wealth platforms
and private banks
34
Registrants include
Apollo
KKR
Blackstone
Carlyle
Ares
Blue Owl
Hamilton Lane
Partners Group
StepStone
Coller
iCapital
JPMorgan Asset Management
IMCO
IFM
Cliffwater
Albourne

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