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?
Benefits
- Diversification
- Risk-adjusted
- Illiquidity
Risks
- 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.
Panelists
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.
Moderator
