The FAST Take

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Introducing The FAST Take

09/01/2023

Welcome to The FAST Take—real time macro, market and asset class perspectives from our Financial Advisor Solutions Team

So who is FAST? Our names are Carlin Calcaterra and Brendan McCurdy and we co-head the Financial Advisor Solutions Team within Ares Wealth Management Solutions (“AWMS”). Our job is to provide financial advisors and their clients with education and asset allocation support on private market solutions. Together, we have over 25 years of providing guidance and implementation on multi-asset portfolios for large institutional and private wealth pools of capital – we’re part quants, part macroeconomists, who embrace a healthy appreciation for topics like history, psychology, and philosophy. At Ares, we seek to offer advisors insights and education relating to private markets – everything from what they are to how they work and where they fit into portfolios.

To that end, AWMS is pleased to introduce “The FAST Take” – on the fly perspectives and observations designed to provide a combination of macro insights, asset class education and portfolio construction.

Much of what we’ll share is inspired by the thoughtful questions we receive from financial advisors as they work to safeguard and grow their clients’ wealth. A large portion of “The FAST Take” will be researched responses to those questions, in hopes of delivering the answers to a broader audience who may have similar, unanswered questions.

In sharing this information through “The FAST Take,” we hope to build a library of answers and perspectives across private markets topics that are easily searchable and usable through the AccessAres portal for financial advisors at any stage of their private markets journey.

We look forward to the journey ahead, and hope you’ll follow along. Should you find yourself with a burning question regarding private markets, we would be delighted to hear from you! You can reach us any time using the link below.

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The Financial Advisor Solutions Team

Ares Wealth Management Solutions

Carlin Calcaterra

Principal, Financial Advisor Solutions Team

Brendan McCurdy

Managing Director, Financial Advisor Solutions Team

Ready to learn more?

AccessAres is your resource for education and information about the private markets. Talk to us to learn more about these important asset classes.

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AccessAres is the thought-leadership and educational division of Ares Wealth Management Solutions. The materials distributed by AccessAres are for informational purposes only and do not constitute investment advice or a recommendation to buy, sell or hold any security, investment strategy or market sector. Ares Wealth Management Solutions is a global brand of Ares Management Corporation.

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AccessAres is the thought-leadership and educational division of Ares Wealth Management Solutions. The materials distributed by AccessAres are for informational purposes only and do not constitute investment advice or a recommendation to buy, sell or hold any security, investment strategy or market sector. Ares Wealth Management Solutions is a global brand of Ares Management Corporation.