As access to private markets expands beyond institutions, host Kieran Berry is joined by Adam Myers, Executive Director at Pengana Capital, to demystify private equity and its role in modern portfolios. They explore how PE works – from venture and growth to buyouts – along with the realities of capital calls, liquidity constraints, and the importance of manager selection and diversification. With allocations rising among endowments and family offices, this episode helps advisers and sophisticated investors understand when private equity makes sense – and the trade-offs required to capture its long-term return potential.
Accreditation Points Allocation:
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Tax (Financial) Advice