Workshop #3: Private Equity Gets Practical: The New Investment Options for Individuals

Tuesday, January 16, 2018 -
1:00pm to 1:50pm

Session type:

Private equity has outperformed public securities by hundreds of basis points annually for many years, but participation has been limited to institutions and the extremely wealthy. Now, a new generation of products promises much broader access for individuals, with some even featuring periodic liquidity and 1099 reporting… but how do these compare, fee- and performance-wise, to direct LP and feeder fund interests? And how should advisors think about integrating these various options into client portfolios? This session offers a fast-paced guide to the field.