Thematic Investing: Private Equity – Trends and Themes
Tell a Friend About This EventTell a Friend
Thematic Investing: Private Equity – Trends and Themes

What explains this strong shift to this asset class? What are the trends and themes that investors should consider when viewing this investment sector? What are the implications for traditional investment vehicles and for the financial markets overall?

2/18/2016
When: Thursday, February 18th
From 12pm until 1:30pm
Where: CFA Society San Francisco
235 Montgomery Street
7th Floor Conference Room
San Francisco 94104
United States
Presenter: Lawrence Calcano and Vincent Catalano
Contact: Ameeta


Online registration is closed.
« Go to Upcoming Event List  



Thematic Investing

Private Equity – Trends and Themes

                

Description  

Earlier this year, the global consultancy firm, McKinsey & Co., published a report describing the strong growth in alternative investments: an asset class which includes hedge funds and private equity. While still dwarfed by the more traditional investment choices, such as pensions and mutual funds, alternative investments have produced almost double the rate of growth of assets under management over traditional investments over the 8 year period ending 2013. With just over $7 trillion in assets, the sector has become an even more formidable category than ever. Additionally, over the past several years several high profile institutional investors have moved an increasing amount of their assets into alternative investments seeking returns and reduction of risk not easily achievable in traditional investment categories. 

 

What explains this strong shift to this asset class? What are the trends and themes that investors should consider when viewing this investment sector? What are the implications for traditional investment vehicles and for the financial markets overall?

 

 

 Speakers 

 

 

 

 

 

 

Vincent Catalano is Managing Member of the private equity firm, Adriatic Capital Partners. Vincent is also President and Global Investment Strategist with Blue Marble Research Advisory Services and author of "Sectors and Styles" (Wiley 2006). A leading investment strategist and asset manager, Vincent appears regularly in the media (Bloomberg TV & Radio, CNBC, Wall Street Journal, Financial Times, Reuters) and is a guest speaker at various major forums. Vincent is a past president of the New York Society of Security Analysts and chairs NYSSA's Global Thematic Committee. He is a Nonresident Senior Fellow at the Information Technology and Innovation Foundation.

  

 Kunal Shah is a Senior Vice President of Fund Manager Due Diligence & Origination where he focuses on identifying and leading due diligence on private equity funds. Previously, Kunal was a Principal in the private markets group at Meketa Investment Group ("Meketa") where he was responsible for leading and managing private equity fund investments. Kunal joined Meketa in 2006 and invested over $1 billion on behalf of Meketa's discretionary and non-discretionary clients. He invested globally and covered buyouts, venture capital, private debt, natural resources, and infrastructure investments. He also developed and led Meketa's secondary funds purchase practice. Kunal served on various limited partners advisory boards. Prior to Meketa, Kunal was an analyst at The Vanguard Group and Hirtle, Callaghan & Co. Kunal received a BS degree in Business Administration with a concentration in Finance from Drexel University.


 


Pricing:

Members: $25
Non-members:  $40

Lunch will be served.



Date:

Thrusday, February 18th



Time:

12:00pm until 1:30pm



Location:

CFA Society San Francisco

235 Montgomery St 

7th Floor Conference Room

San Francisco, CA 94104

 


Continuing Education:

This event qualifies for 1 hour of continuing education credit for CFA Charter holders.

 

Cancellation Policy:

Please contact Ameeta@cfa-sf.org with at least 24 hours’ notice to receive a full refund


235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

This website uses cookies to store information on your computer. Some of these cookies are used for visitor analysis, others are essential to making our site function properly and improve the user experience. By using this site, you consent to the placement of these cookies. Click Accept to consent and dismiss this message or Deny to leave this website. Read our Privacy Statement for more.