Originally published September 23, 2021.
This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons.
00:00 Introduction
03:15 Jobs Act Impact
03:42 Institutional vs. Individual Disparity
04:40 Yale Endowment's Investment Success
06:09 Risk-Adjusted Returns
07:43 Tiger 21 Insights
09:09 Ultra-Wealthy Allocations Tracking
10:06 Significance of Alternative Investments
11:32 Investor Challenges
11:56 Show Goals and Education
13:47 Economics in Investment
14:48 Target Audience and Accreditation
15:44 Investment Continuum Levels
16:36 Upcoming Episodes Preview
18:40 Understanding Audience Interests
20:20 Show Segments Overview
21:57 Real Estate, Venture Capital, Hedge Fund Previews
23:55 Financial Advisers' Interest Grows
25:38 Alternative Investments' Significance
26:39 Liquidity Concerns in Investments
27:05 Emotional Aspect of Liquidity
27:38 Inverse Liquidity Relationship
28:04 Transparency in Private Investments
28:28 Future Episodes on Alternatives
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
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