How to Tap into Private Investments with Bob Long (Ep. 61)

Private markets are no longer just for the financial elite—they’re now within reach of individual investors. But how do you make the most of this opportunity without missing out on serious growth? This week on The Millionaire Next Door, Bob Long, CEO of StepStone Private Wealth, explains how innovative structures like evergreen funds are making it easier to access private equity, credit, real estate, and infrastructure. With features like seamless entry, daily asset valuation, and simplified tax reporting, these investments are transforming how investors build their portfolios. Find out why diversifying into private markets is more important than ever as public company listings decline while learning how these investments could fuel growth, offer stable income, and protect against inflation. Key topics discussed include: The growing accessibility of private market investments for individual investors Understanding the distinctions among private equity, credit, real estate, and infrastructure Benefits of StepStone’s evergreen funds for seamless investing Global trends shaping private infrastructure investments Key considerations for accredited investors, including liquidity and advisory collaboration Reasons having a financial advisor in your corner can make all the difference And much more! Resources: Educational videos (bottom of the page) “The Wisdom of the Bullfrog: Leadership Made Simple (But Not Easy)” by Admiral William H. McRaven “Think Again: The Power of Knowing What You Don’t Know” by Adam Grant Connect with Bob Long: LinkedIn: Bob Long StepStone Group Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Bob Long is the CEO of StepStone Private Wealth. Bob has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and limited partner roles. He has served as the CEO of two publicly traded companies focused on expanding private market access for high-net-worth investors. Prior to joining StepStone, Bob was the CEO of OHA Investment Corporation, a publicly traded specialty finance company. Previously, he co-founded Conversus Capital, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM, and served as its CEO. Previously, Bob led Bank of America’s $7 billion strategic capital division. Early in his career, Bob served as the lead in-house counsel for a large portion of Bank of America’s Investment Banking Division and worked as a securities lawyer for a major law firm.