June 18, 2026 | 10:30 AM - 11:20 AM

How to Use Semiliquid Funds in Your Portfolio

Discover the best practices for incorporating semiliquid funds into investment strategies. This discussion evaluates their merits against traditional asset classes to determine their true efficacy as a portfolio diversifier.

  • Investing Trends
  • Breakout
  • Private Markets
  • CE Credit

Speakers

Image of Kimberly Hart

Kimberly Hart

Morningstar

Director of Manager Research

Image of Brian Moriarty

Brian Moriarty

Morningstar

Principal, Fixed Income Strategies, US

Image of Jack Shannon

Jack Shannon

Morningstar

Principal, Equity Strategies, US

Image of Chris Tate

Chris Tate

Morningstar

Senior Analyst, Equity Strategies, US