<p>This episode demystifies private equity for retail investors, covering what it is, potential benefits, risks, and how to determine the right allocation for your portfolio based on recent research from Vanguard.<br /></p><p><b>Topics Covered in this Episode</b></p><p>00:00 Introduction to Private Equity</p><p>02:00 Understanding Private Equity</p><p>05:11 Why Invest in Private Equity?</p><p>07:20 The Risks of Private Equity</p><p>13:25 Determining Your Allocation to Private Equity</p><p>18:00 Key Takeaways and Conclusion</p><p><b><br />Subscribe to our Newsletter<br /></b>The Personal CFO: <a rel="noopener noreferrer nofollow" href="https://www.mwadvisors.ca/newsletter-guillaume" target="_blank">https://www.mwadvisors.ca/newsletter-guillaume<b><br /></b></a></p><p><b>Need Guidance? Book a private intro call today:</b></p><p>Book it here: <a rel="noopener noreferrer nofollow" href="https://mwadvisors.as.me/GuillaumeGirard1" target="_blank">https://mwadvisors.as.me/GuillaumeGirard1</a></p><p><b><br />Connect with Guillaume</b></p><p>Website:<a rel="noopener noreferrer nofollow" href="https://www.mwadvisors.ca/" target="_blank"> </a><a rel="noopener noreferrer nofollow" href="https://www.mwadvisors.ca/guillaume" target="_blank">https://www.mwadvisors.ca/guillaume<br /></a>Email: <a rel="noopener noreferrer nofollow" href="mailto:guillaume@mwadvisors.ca" target="_blank">guillaume@mwadvisors.ca<br /></a>LinkedIn:<a rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/" target="_blank"> https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/</a></p><p><br /><b>Cited Research<br /></b>Right-Sizing Private Equity in a Portfolio: It Depends on More Than You Think.</p>

The Personal CFO Podcast

Guillaume Girard, CFA CFP

Ep.042: The Private Equity Trap: Why Most Investors Get the Allocation Wrong

APR 19, 202620 MIN
The Personal CFO Podcast

Ep.042: The Private Equity Trap: Why Most Investors Get the Allocation Wrong

APR 19, 202620 MIN

Description

<p>This episode demystifies private equity for retail investors, covering what it is, potential benefits, risks, and how to determine the right allocation for your portfolio based on recent research from Vanguard.<br /></p><p><b>Topics Covered in this Episode</b></p><p>00:00 Introduction to Private Equity</p><p>02:00 Understanding Private Equity</p><p>05:11 Why Invest in Private Equity?</p><p>07:20 The Risks of Private Equity</p><p>13:25 Determining Your Allocation to Private Equity</p><p>18:00 Key Takeaways and Conclusion</p><p><b><br />Subscribe to our Newsletter<br /></b>The Personal CFO: <a rel="noopener noreferrer nofollow" href="https://www.mwadvisors.ca/newsletter-guillaume" target="_blank">https://www.mwadvisors.ca/newsletter-guillaume<b><br /></b></a></p><p><b>Need Guidance? Book a private intro call today:</b></p><p>Book it here: <a rel="noopener noreferrer nofollow" href="https://mwadvisors.as.me/GuillaumeGirard1" target="_blank">https://mwadvisors.as.me/GuillaumeGirard1</a></p><p><b><br />Connect with Guillaume</b></p><p>Website:<a rel="noopener noreferrer nofollow" href="https://www.mwadvisors.ca/" target="_blank"> </a><a rel="noopener noreferrer nofollow" href="https://www.mwadvisors.ca/guillaume" target="_blank">https://www.mwadvisors.ca/guillaume<br /></a>Email: <a rel="noopener noreferrer nofollow" href="mailto:[email protected]" target="_blank">[email protected]<br /></a>LinkedIn:<a rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/" target="_blank"> https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/</a></p><p><br /><b>Cited Research<br /></b>Right-Sizing Private Equity in a Portfolio: It Depends on More Than You Think.</p>