The number of publicly traded companies has been declining for decades as regulatory challenges have increased and improved efficiency in private markets has allowed entities to stay private for longer. The average university endowment has more than 50% of assets allocated to alternative investments. High-Net-Worth Portfolios need to follow the endowment model more closely and increase the allocation to private markets. Come join us as we compare public vs private market performance and work through case studies that illustrate means of improving due diligence, portfolio construction, and portfolio management.
Our guest speaker will be Marissa Frizzell, Vice President of Client Experience at Proteus.
Members: $25 | Non-members: $40
Registration opens at 4:00 pm; program begins at 4:30 pm. Drinks and networking to follow the presentation.
Sponsored by
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