IISteve Balaban, CFA, on behalf of Mink Learning, was pleased to contribute to the CFA Society Toronto’s 2023 Annual Wealth Conference in Toronto. His presentation focused primarily on new private equity offerings emerging in Canada, tailored for wealth managers and various types of Canadian investors navigating the evolving economic landscape.
The discussion explored how these new PE solutions fit into modern wealth management, focusing on:
- Understanding the growing range of PE structures (like semi-liquid funds) designed for broader Canadian investor access via wealth managers.
- Key criteria for wealth managers when assessing the features, risks, and benefits of these newer PE products available in Canada.
- Considerations for integrating these innovative private equity offerings into Canadian client portfolios effectively.
It was a valuable discussion highlighting how evolving private equity solutions can be part of the toolkit for advisors guiding clients in Canada today. Thank you to CFA Society Toronto for hosting this important conference and including diverse perspectives.