What an exciting session with Steve Balaban, CFA!
We were grateful to have Steve Balaban, CFA —the contributing author on the subject of private equity for the CFA Program — to share valuable insights on how family offices can approach the private equity and venture capital market due diligence process.
The lessons were put into action with a group activity where members of the audience discussed in their respective groups what meaningful questions could they ask during the due diligence process.
Thank you, Steve. Your presentation was engaging and allowed the audience to ask questions in a way that made them feel engaged and empowered. Appreciation goes out to all our members who participated and made this session a success.
Click here to read the full LinkedIn post.