To make it easier for you to prepare meeting materials, we’ve developed these slides about primer on private equity. The presentation is in a Word file to make it simpler to customize content to meet your clients’ information needs.
Enjoy, and we hope this offering helps enhance your client meetings.
SLIDE 1
If you’re a wealthy investor and haven’t considered private equity, you should.
SLIDE 2
Private equity is appealing for two main reasons:
- It’s uncorrelated to the stock market
- It has potential for outsized returns
SLIDE 3
There are two main ways to invest:
- Directly
- Through a fund
SLIDE 4
The difference between these two ways of getting access is like the difference between buying individual stocks versus mutual funds or ETFs.
SLIDE 5
To make a proper stock purchase, you would need to understand the intricacies of a company’s financials, business model, operations and potential.
SLIDE 6
Most investors don’t have the time or the resources to build a diversified portfolio. Hence the need for mutual funds and ETFs.
SLIDE 7
Same goes for private equity investing, unless…
SLIDE 8
…you have expertise in how to buy and sell companies, and the team of experts needed to do this.
SLIDE 9
Private equity funds are also like mutual funds in that you are delegating decision making.
You’re buying into a strategy and won’t have a say in the manager’s investment decisions.