1:45–3:15 p.m.

Private Investments for Private Clients: A Practical Approach

Steve Balaban, CFA
Founder and Chief Investment Officer, Mink Capital Inc.
Award-Winning Lecturer, University of Waterloo

George Chen, CFA, CIPM, Moderator
Red Tortoise LLC

  • Understanding current trends in private markets and the role of private assets in a diversified portfolio
  • How managers and advisers can best access private markets on behalf of their clients
  • How to beat the “minimums game,” handle capital calls, and address other challenges of private investing

Specialty Focus Area: Wealth Management