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Marc Friedberg, CFA

Managing Director | Wilshire Private Markets

 

Marc Friedberg serves on Wilshire’s Management Committee and the Wilshire Private Markets Investment Committee. He leads the private equity advisory and customized solutions efforts.  He is also responsible for sourcing, performing due diligence, and monitoring investments across private markets sectors within the U.S.  Prior to joining Wilshire Private Markets in 2010, he was a Managing Director within Wilshire Consulting, which he joined in 1999.  His investment experience began in 1997. He has consulting experience with many types and sizes of investment funds, including corporate and public pension funds, endowments and foundations.  He has extensive experience structuring institutional portfolios across all asset classes for a broad range of client types and portfolio objectives. Marc received a Bachelor of Arts degree as a dual business/communications major and a Master of Business Administration with a concentration in finance and economics from the University of Pittsburgh.  He also holds the Chartered Financial Analyst designation and is a member of the Pittsburgh Society of Financial Analysts.

 

Institutional Quality Private Portfolios for Accredited Investors: New Practical Solutions: A 3-Part Workshop

Part 1: Private Asset Classes, Performance and Outlooks  

  1. The Basics
    1. General overview
    2. Who Buys what, and why
    3. Performance in disruptive periods & across cycles
  2. Asset Class Tour with Risk & Return Comparisons
    1. LBOs, including large, mid, specialty and geography
    2. Growth and venture
    3. Infrastructure
    4. Natural resources and agriculture
    5. Private credit – the type matters
    6. Using alternative yield strategies to reduce interest rate and duration risk
    7. Hedge styles and risk premia

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