Introduction to Private Equity
Sep 21, 2021•35 min•Season 1Ep. 17
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Episode description
Yatin Chadha hosts Ron Haik, MBA, CFP, CIM, TEP, senior financial advisor at Nicola wealth.
This is the second episode on alternative investments, this time focusing on private equity.
Yatin and Ron discuss:
What is private Equity (PE)? (4:40)
Differences between investing in PE & public markets (5:08)
Various (Nicola Wealth) funds (9:00)
Leveraged buy outs (11:45)
Credentials of (Nicola Wealth) fund managers (12:43)
Evergreen structure (14:55)
Understanding returns (16:53)
Potential returns vs stocks (21:50)
Downside protection? (23:45)
PE investment time horizon (25:30)
How companies are evaluated (26:40)
PE investment example (28:04)
Risk/what can go wrong (30:23)
General advice (31:40)
Questions for PE firms (33:23)
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