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Our leading panel discussion show, where experts deliver research grade insights, market views and thought leadership.

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MASTERCLASS: Private Equity

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Private Equity is relatively new to a lot of financial advisors and individual investors, but institutions have been investing in this asset class for decades and we are seeing a major democratization of the space unfold. This panel explores the push to add PE to Target Date Funds, explains the benefits of evergreen funds, and looks at attractive opportunities in the private markets.
  • Jeremy Held, CFA, Managing Director & Portfolio Manager, Bow River Capital
  • Daniel Wilk, Executive Director, Client Portfolio Manager, FS Investments
  • Bob Long, CEO, StepStone Private Wealth