Presentation: Primer on private equity

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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.