Webinar

Hot Topic Webinar: Private Equity Investing – Is It for You?

Wednesday, November 13, 2024 at 12:00 PM CT

Have you been wondering whether you should invest in private markets? How would you access them, and what are the risks?

Join us online on Wednesday, November 13, for an hour-long discussion. This presentation is best suited for investors with portfolios of $5 million or more. You’ll receive a foundation on private equity investing so you can decide whether it’s right for you. Attendees will find out the potential risks of private equity investing and the four primary routes for investing.

During this webinar, we’ll cover a variety of topics, including:

Private markets vs. public markets
Types of private markets
How to access private equity
Investing mistakes to look out for
How BGM can help

Presenters:

Jon T. Meyer, CFP®

Principal, President, BGM Wealth Management Group

Chad Halbur
President and Shareholder, Cornerstone Private Asset Trust Company

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