Santa Barbara Lunch & Learn: Potential vs Pitfalls in Private Equity Investing
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OCT
17
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A Santa Barbara Advisory Council Event
Private equity has the proven potential to create generational wealth for investors. It also has the potential to create a "decade of disappointment" when expected returns don't live up to the marketing hype. With the increasing variety of fund structures and strategies, it is more critical than ever to learn how to recognize and avoid some of the common pitfalls that can detract from returns. Please join us for an inside look and learn how to create a better experience when investing across private markets.
During this session, we will:
- Identify the most common drags on return in private equity
- Compare the pros and cons of various structures
- Explore the nuances of secondary and co-investment deal flow
- Quantify the potential impact on returns that can be avoided
- Q & A
SPEAKERS
Bruce Emken, CFA, CIMA, CAIA | Mr. Emken joined Pathway Capital in 2023 and is a senior vice president and head of wealth management. He leads the firm’s efforts to partner with wealth management firms across the United States. He is responsible for helping firms access all the various resources and high-quality private market solutions Pathway makes available to our client base. These services and solutions range from creating highly customized solutions to commingled offerings that enable clients to access a select group of managers that are traditionally oversubscribed and generally not available to wealth firms.
Prior to joining Pathway, Mr. Emken spent almost 20 years at Goldman Sachs Asset Management and Blackrock for 6 years with a focus on alternatives, portfolio construction and growth of their business. Mr. Emken is a CFA charterholder, a CAIA charterholder, and a CIMA professional. He has been an active board member of both the CFA Society of Orange County and the CFA Society of Austin.
Outside of work, he tries to find time for more golf, pickleball, skiing, volleyball and any other sports related activity alongside his two teenage boys.
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Registration Fees Registration is now CLOSED |
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail check to:
CFA Society of Los Angeles, 13400 Riverside Drive, Ste. 215, Sherman Oaks, CA 91423.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Public Parking Structures nearby: First 75 minutes free, $3 per hour afterwards.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org.
Falko Hörnicke, CFA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
