Whittier Trust BrandVoice: The Opportunities And Challenges Of Private Market Investing

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The opportunities and challenges of private market investing Sponsored by Whittier Trust

Instead of thinking of private market investments as a brand new type of investment, consider it an extension of traditional asset classes, said Karpen.

“You should expect to be compensated for these risks, otherwise it may not be worth it,” said Karpen.Since these investments are illiquid, and private equity vehicles generally require a large financial commitment, it’s important to take the time to understand the investment partnership, including the fund and the terms of the obligation, noted Karpen.

“Because this is a long-term relationship, you need to invest with someone who you can trust,” said Karpen. “One of the concerns clients have upon entering private markets is less disclosure than they may be accustomed to,” said Karpen. That’s why it’s helpful to partner with a trusted financial advisor.

 

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