PRIVATE EQUITY FORUMS

Our Private Equity Series is comprised of local, peer education-focused events exclusively for the institutional and HNW wealth management community, with a specific focus on allocations to private equity & private debt.

Each forum is developed through extensive local travel and feedback from the local markets including executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees representing institutional & HNW wealth management asset owners including public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, investment consultants, family offices, HNW wealth managers and private banks. We provide a platform for peer-to-peer knowledge exchange for the institutional and HNW wealth management community with a specific focus on allocations to private equity & private debt in a closed-door and non-salesy environment. Our content is constantly updated to reflect the latest in venture, buyout, distressed, special opportunities, real estate, real assets, infrastructure, technology and international investments spanning building initial allocations to managing multi-billion dollar portfolios.