

“An Investor’s Guide to Basics & Beyond.” Co-hosted by SMU’s Assistant Professor Yin Wang and Steve Balaban, CFA, the session attracted participants keen on understanding PE fundamentals and strategies, sparking insightful discussions.
Key insights shared during the Masterclass included:
- Getting clear on foundational PE concepts versus common industry myths and misconceptions
- Exploring essential knowledge from an investor’s perspective, including strategies, current trends, and practical skills
- Discussing practical examples and the skills relevant for navigating or building a career in private equity
Building on this successful collaboration, Yin Wang and Steve Balaban are currently co-authoring an article for SMU. This publication, expected in 2025, will delve further into key private equity topics.