EPISODE · Feb 5, 2024 · 54 MIN
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
from Two Quants and a Financial Planner · host Excess Returns
Private equity, private credit and private real estate have traditionally been areas that are reserved for large investors and institutions. But new fund structures are beginning to change that. The question is whether that is a good thing or a bad thing for investors. In this episode, we are joined by Lee Boudouris to tackle that question. We take a detailed look at these asset classes in general, how the evergreen fund structures that have made them more accessible work and the things investors should keep in mind as they evaluate them. We hope you enjoy the discussion. SEE LATEST EPISODES https://www.validea.com/financial-planning-podcast FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
Embed this episode
NOW PLAYING
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.