Workshop: How to Build a Diversified Private Equity Portfolio in a Wealth Management Context

AGENDA

1. Market trends of alternative asset classes & portfolio benefits
2. Investor queries to address:
   – Allocation: How much to invest in private equity?
   – Timing: What is the right timing to commit in private equity?
   – Risk Management: How to mitigate the risk of capital losses?
   – Diversification: How many investments to achieve an adequate diversification?
   – Performance: How to optimize returns to achieve outstanding returns?
   – Access: Which private equity managers to select and how to access them?
3. No one size fits all  approach in PE portfolio construction

SPEAKERS

Elena Cuesta Urquía, CAIA
Private Equity Specialist, Indosuez Wealth Management

Philippe Theissen, CFA 
Manager, Consulting PE/RE Deloitte

Our members has an access to our library where they can find a video recording of this session: http://lpea.lu/media/members-exclusive-webinars/ . If you do not have a password, please, contact events@wordpress-701154-2364522.cloudwaysapps.com