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