Show notes
This episode demystifies private equity for retail investors, covering what it is, potential benefits, risks, and how to determine the right allocation for your portfolio based on recent research from Vanguard.Topics Covered in this Episode00:00 Introduction to Private Equity02:00 Understanding Private Equity05:11 Why Invest in Private Equity?07:20 The Risks of Private Equity13:25 Determining Your Allocation to Private Equity18:00 Key Takeaways and ConclusionSubscribe to our NewsletterThe Personal CFO: https://www.mwadvisors.ca/newsletter-guillaumeNeed Guidance? Book a private intro call today:Book it here: https://mwadvisors.as.me/GuillaumeGirard1Connect with GuillaumeWebsite: https://www.mwadvisors.ca/guillaumeEmail: [email protected]: https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/Cited ResearchRight-Sizing Private Equity in a Portfolio: It Depends on More Than You Think.