The CFA institute proudly presents the Direct Private Equity Investing for the High Net Worth Client tutorial. CFA institute members will qualify for 3 CE credit hours at this workshop, which will offer a market overview of the PE asset class at present, as well as an overview of PE opportunity evaluation metrics. Additional topics to be addressed will include how the landscape of PE has changed in light of new investor partnerships, the wants and needs of HNW investors, key tax issues, the role of waterfalls and capital accounts, and more.

Conference website

Direct Private Equity Investing for the HNW Client (Nashville, TN) 8 March 2017