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:
Principal, President, BGM Wealth Management Group
Chad Halbur
President and Shareholder, Cornerstone Private Asset Trust Company
This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.
The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.
