Demystifying Private Investing - Recap and Replay

Please enjoy an in-depth discussion on getting comfortable with Private Investing as our panelists tackle the common questions about Private Investments:


What do you like about private investing?

What is Private Investing and how does it differ from traditional liquid investments?

  • Accessibility
  • What they invest in
  • Illiquidity

Why consider private investing?


  • Diversification
  • Risk-adjusted
  • Illiquidity


  • Opaque information
  • Manager selection is key
  • Leverage

How do you manage risks?

  • Core portfolio and satellite portfolio approach
  • Opportunistic strategies
  • Vintage Years

Who is a good fit to add private investments to their portfolio?

  • Qualified investors with $5 million or more in investable assets
  • Institutional investors with $25 million or move in investable assets

Is it a good time to consider private investing now?

How can you get started investing in the private markets?

Enjoy the replay here.



AJ Levine – Member of the Private Investment Research team. Provides due diligence funds and often joins meetings with 1st time private markets investor.

Elena Vasilescu CFA, CFP®, CAIA, CDFA® – Managing director in the Atlanta, Georgia office who serves large complex families.

Vivien Johnson CFA, CFP® – Managing director in our Winter Park, Florida office who serves large complex families.


Sue Peterson, CFA




Scottsdale, AZ

Contact & Locations

Los Angeles, CA

Contact & Locations

Lakewood, CO

Contact & Locations

Alexandria, VA

Contact & Locations


Contact & Locations

Naples, FL

Contact & Locations
Street view of Winter Park Florida Pathstone Office

Winter Park, FL

Contact & Locations

Atlanta, GA

Contact & Locations

Boston, MA

Contact & Locations

Englewood, NJ

Contact & Locations
Aerial view of New York City

New York, NY

Contact & Locations

Providence, RI

Contact & Locations

Austin, TX

Contact & Locations

Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations