Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
Two Quants and a Financial PlannerFebruary 05, 202400:54:38

Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds

Private equity, private credit and private real estate have traditionally been areas that are reserved for large investors and institutions. But new fund structures are beginning to change that. The question is whether that is a good thing or a bad thing for investors. In this episode, we are joined by Lee Boudouris to tackle that question. We take a detailed look at these asset classes in general, how the evergreen fund structures that have made them more accessible work and the things investors should keep in mind as they evaluate them.

#privateequity

00:00 - Intro
01:39 - Why invest in private assets?
05:55 - The growth of private investing
10:03 - Interval funds and evergreen fund structures
21:11 - Mark to market policies and private assets
25:25 - Private asset liquidity and financial planning
29:42 - The differences between interval funds and other evergreen structures
32:22 - Evergreen structures and liquidity during periods of stress
38:34 - Fees in private investments
43:19 - Capacity and interval funds
44:37 - Do individuals get access to high quality private funds?
51:18 - Matt's required pop culture reference

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