Private Equity Foundations

By Sagard with CE Corner

This webinar session will provide a comprehensive introduction to private credit: what it is, how it works, and how it can fit into investment portfolios.

You will learn:

• Private Equity Fundamentals: A clear overview of private equity, the main strategies within the asset class, and how they differ across the company lifecycle
• How the Asset Class Works: The key mechanics of private equity, including fund structures, capital commitments, capital calls, and the J-curve
• Risk and Return Drivers: How private equity seeks to create value through active ownership, operational improvement, and disciplined execution over time
• Portfolio and Client Considerations: Important factors for advisors, including portfolio fit, illiquidity, valuation considerations, and how to address common client objections