Demystifying Private Equity

 

 

 

 Click Here For The Presentation Slides

 

June 23

 

2:00-3:00 pm ET

 

Complimentary Webcast

 

 

Sponsored by

 

 

 

 

Jonathan Coleman
Anne Kvanbeck

Speaker
Bronwyn Bailey, PhD

Head of Research,

Private Equity Growth Capital Council 


 

Speaker
Joncarlo Mark
   Founder, Upwelling Capital Group LLC and Former Senior Portfolio Manager, CalPERS

Speaker
Nick Veronis 

Co-Founder and Managing Partner, iCapital Network 

 

 

New research indicates that 68% of advisors say their high-net-worth investors are interested in private equity but only 19% of them offer it as part of their wealth management solution.

 

Join this 1-hour webcast for an introduction to private equity including a discussion of what it is, how it works, why it can make sense as part of a diversified portfolio strategy and things to consider before investing. Topics will include:

 

-      History, investment philosophy and types

 

-      Fund structures and expected cash flows

 

-      Historical returns and diversification benefits

 

-      Dispersion and calculation of returns, risk profile and vintage years

 

 

Presented by

FA logo