WMF Kick-Off Keynote: Access to Private Equity (Virtual YYZ)
Overview
In advance of our Wealth Managers’ Forum (WMF 2022) on Feb 15-18, we are offering a series of 4 keynote sessions to kick-off our content-packed Forum this year. Private Equity has been an elusive asset class for retail investors – whether it’s because of the typically closed-end structures, long lock-ups/total illiquidity, staggered cash-flows, and pricing difficulties make approving these products more difficult than more traditional investments or public market-based ones like hedge funds and liquid alts. This session will delve into how retail advisors and their clients can gain access to private equity in all its forms: funds, co-investments, and secondaries.
Where
Virtual
Speakers
Paul Kwon
Senior Vice President, Private Equity Emerging Manager Team
Unigestion Asset Management
Tom Johnston
Canadian Market Head
iCapital Network
Paul Kwon
Senior Vice President, Private Equity Emerging Manager Team
Unigestion Asset Management
Paul Kwon, Senior Vice President, is a member of the Private Equity Emerging Managers team. He joined Unigestion in September 2017.
He began his career in Private Equity as a Vice President at 747 Capital in New York. In his role, he was responsible for sourcing lower middle-market investment opportunities, performing analytical analysis, and preparing internal portfolio reports. Before joining 747 Capital, Paul was deployed overseas for four years in the United States Marine Corps.
Members of CAASA
Event Registration Closed
Non-Members of CAASA
Event Registration Closed
Thank you to our Sponsor
