# Are you swimming with sharks? What advisers get wrong about private markets

Page: https://stenobird.com/podcast/basis-points-7236245/are-you-swimming-with-sharks-what-advisers-get-wrong-about-private-markets
Text version: https://stenobird.com/podcast/basis-points-7236245/are-you-swimming-with-sharks-what-advisers-get-wrong-about-private-markets.md
Podcast: [Basis Points](https://stenobird.com/podcast/basis-points-7236245)
Published: 2026-06-23T19:01:00+00:00
Episode link: https://shows.acast.com/basis-points/episodes/are-you-swimming-with-sharks-what-advisers-get-wrong
Audio file: https://sphinx.acast.com/p/open/s/67bbf55519249d0c1a4bb224/e/6a38c7035c68c58267765df8/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/basis-points-7236245/episodes/are-you-swimming-with-sharks-what-advisers-get-wrong-about-private-markets
Duration seconds: 2020

## Resource

The same portfolio mistakes keep showing up across adviser practices, and Jacqueline Fernley, Founder and OCIO of Arcpoint, has seen them all. When it comes to public markets, the mistakes look different but are just as costly. In this episode, we explore how you can avoid them. Plus how can advisers locate long term out-performers amongst the huge dispersion of performance in the asset class. Chapters : 00:00:00 Introduction 00:01:36 Advice Industry Trends 00:06:30 Building An OCIO Business 00:08:05 Market Noise And Staying Invested 00:09:42 Private Credit Reality Check 00:14:45 Private Markets Are Hard 00:17:58 Tax Changes And Portfolio Construction 00:20:44 Infrastructure’s AI Tailwind 00:23:05 What Jacqueline Avoids 00:27:31 How To Assess Managers 00:30:52 The AI CapEx Chart Want to see this weeks chart? Subscribe to the Basis Points newsletter. You’ll get exclusive insights from each episode, plus detailed analysis of each chart. ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Financial Planning (0.25 hour), Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the r…

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## Transcript

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