Episode Summary
When it comes to private equity, how you invest can be just as important as what you invest in.
In this episode of The Wealth Exchange, Robert Olsen, Head of Private Capital, sits down with Kazuki Nadomi, Portfolio Manager | Private Equity and Venture Capital, and Sunny Lee, Senior Director | Private Equity, to explore a key question facing investors today: Are traditional private equity structures still the best fit for individual investors?
Drawing on insights from their recent article, "The Evergreen Revolution: Rethinking How Private Equity Fits Within a Portfolio", they examine how private equity has traditionally been accessed, why the investor experience can differ significantly from headline return figures, and how newer evergreen structures are reshaping access to the asset class.
You’ll hear:
- Why private equity structure can matter as much as manager selection
- The differences between traditional closed-end funds and evergreen private equity vehicles
- How evergreen private equity structures differ from traditional fund models
- Why headline IRRs don’t always reflect the full investor experience
- What investors should evaluate when considering private capital opportunities
As private equity becomes more accessible to individual investors, this conversation explores why understanding structure, liquidity, and portfolio fit is essential when evaluating private capital opportunities.
Episode Featured on:
The Wealth Exchange
The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.
Disclaimer
This material contains the current opinions of the author, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions. This investment is intended for tax residents of Canada who are accredited investors. Residency restrictions apply. Please read the relevant documentation for additional details and important disclosure information, including terms of redemption and limited liquidity. All investments contain risk and may gain or lose value. Please speak to your Nicola Wealth advisor for advice based on your unique circumstances.
