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Title

Private Equity: The "Secondary" Advantage

Event Description

As an asset class, private equity has been used for decades to mitigate portfolio volatility, while historically outperforming traditional asset classes over medium to long term periods.  In this interactive presentation, Ryan Levitt, partner at Pomona Capital and Portfolio Manager of the Pomona Investment Fund, will cover a range of topics, including the basic tenants of private equity and its secondary market, how best to access the asset class and why private equity may be an important piece of a well-constructed portfolio.  Case studies will be used to demonstrate how private equity managers create value in portfolio companies and why more investors are looking to obtain greater exposure to the investment opportunities available in the private markets.

This event qualifies for CFA and CFP CE Credits.  

Lunch sponsored by Voya.

Event Type

Society; Educational

Education Topic

Private Wealth Management

Start Time

10/19/2017 11:45 AM

End Time

10/19/2017 1:30 PM

Event City

Phoenix

Event State/Province

AZ

Event Country

 

Event Region

Americas

Location Info

​Phoenix Country Club

2901 N. 7th Street

Phoenix

Speaker

Ryan Levitt, Partner, Pomona Capital

CE Credits

1.0

SER Credit

 

Currency

 

Member Price

0.00

Non-Member Price

0.00

Candidate Price

 

Table Cost

 

SeatsPerTable

 

Non-payment Event

No

Maximum Occupancy

60

Registration

​Please register no later than 10:00 a.m. on Tuesday, October 17 by emailig tree@autusam.com.


Waiting List

No

Registration Start

10/19/2017 11:45 AM

Registration End

10/19/2017 1:30 PM

Event Manager Email

tree@autusam.com

All Day Event

 

Recurrence

 

Attachments

Content Type: Custom Calendar
Created at 9/6/2017 5:22 PM by  
Last modified at 9/21/2017 4:38 PM by