As new products make private equity (PE) available to a much broader range of your clients, the question remains: which styles of PE are best suited for today's environment? How do you choose, and how do you implement those choices across the client base?
As new products make private equity (PE) available to a much broader range of your clients, the question remains: which styles of PE are best suited for today's environment? Mega-cap LBOs, mid-market buyouts, growth equity, mezzanine, and venture all display different return and risk characteristics, and their underlying structures respond differently to various economic scenarios. How do you choose, and how do you implement those choices across the client base?
Bob Rice, senior advisor to Macquarie Investment Management, will address key learning objectives, including the differences between styles of private equity and their return/risk characteristics; key considerations in manager selection and diligence; and how registered and unregistered product structures impact deployment.
Speaker:
Bob Rice
Senior Advisor, Macquarie Investment Management
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased