Private Equity Unpacked: What Really Drives Investor Outcomes

When it comes to private equity, how you invest can be just as important as what you invest in. In this episode of The Wealth Exchange, Robert Olsen, Head of Private Capital, sits down with Kazuki Nadomi, Portfolio Manager | Private Equity and Venture Capital, and Sunny Lee, Senior Director | Private Equity, to explore a key question facing investors today: Are traditional private equity structures still the best fit for individual investors? Drawing on insights from their recent article, "The Evergreen Revolution: Rethinking How Private Equity Fits Within a Portfolio", they examine how private equity has traditionally been accessed, why the investor experience can differ significantly from headline return figures, and how newer evergreen structures are reshaping access to the asset class. You'll hear: Why private equity structure can matter as much as manager selection The differences between traditional closed-end funds and evergreen private equity vehicles How evergreen private equity structures differ from traditional fund models Why headline IRRs don't always reflect the full investor experience What investors should evaluate when considering private capital opportunities As private equity becomes more accessible to individual investors, this conversation explores why understanding structure, liquidity, and portfolio fit is essential when evaluating private capital opportunities.