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What are Private Equity Co-Investments and What Should Advisors Know?
Topic
Investment Planning
Program ID
338744
Hours
1
Format
Live / Stand-alone Workshop or Seminar
Complexity
Overview
Description
Advisors are being inundated with new private equity investment options, especially in the form of tender and interval funds. This session will work through what these investment structures actually own/invest in, with a particular focus on co-investments
Learning Objectives
I. Educate advisors on the various underlying private market investments in tender and interval funds with a particular focus on co-investments.
II. Make advisors more aware of the fee structures of these underlying investments to make the best decision for their clients.
III. Provide a comparison of how institutional investors have allocated to private markets and co-investments historically and any similar factors/common themes advisors can utilize in determining their own client allocation.
IV. Insight into what the private market landscape looks like going forward.