This document provides an overview and agenda for an upcoming webinar on private investment funds. It begins with introductions for the moderator and panelists. The main document then summarizes that private investment funds, including private equity funds, venture capital funds, and hedge funds have grown significantly in recent years. It proceeds to outline the agenda for the webinar, which will explain what private funds are, how they differ from public investment options, and how investors can gain access to different private fund vehicles. Each type of private fund - private equity, venture capital, and hedge funds - will also be broken down.
Private Fund Basics: Understanding Private Equity, Venture Capital and Hedge Funds
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2. Practical and entertaining education for
attorneys, accountants, business owners and
executives, and investors.
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3. The material in this webinar is for informational purposes only. It
should not be considered legal, financial or other professional
advice. You should consult with an attorney or other appropriate
professional to determine what may be best for your individual
needs. While Financial Poise™ takes reasonable steps to ensure
that information it publishes is accurate, Financial Poise™ makes
no guaranty in this regard.
DISCLAIMER
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4. MEET THE FACULTY
MODERATOR:
Michele Itri Tannenbaum, Helpern, Syracuse &
Hirschtritt LLP
PANELISTS:
Brian Boorstein Granite Creek Capital Partners
Benoit J.P. Flammang Beninvest & Associates LLC
Jonathan Friedland Sugar Felsenthal Grais & Helsinger
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5. According to the Securities and Exchange Commission, the number of private investment funds in the
United States grew from 20,000 in Q1 2013 to more than 25,000 in Q1 2015. This included 1,100
more hedge funds, 1,500 more private equity funds and 140 more venture capital funds. So what are
private funds and why are they growing so quickly? This webinar explains the basics of private funds,
how and why they differ from public investment options, and how investors gain access to the different
kinds of private fund vehicles. Included is a breakdown of the three major private funds (private equity,
venture capital and hedge fund) and what makes each unique.
This webinar is delivered in Plain English, understandable to you even if you do not have a
background in the subject. It brings you into an engaging, even sometimes humorous, conversation
designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone
webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.
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6. ABOUT THIS SERIES
Many people are familiar with the terms private equity, venture capital and hedge fund, but few can
actually define how each investment vehicle operates or makes money. Thanks to their seemingly
complicated nature and lucrative reputations, the PE, VC and hedge fund industries occupy an almost
mythic (and sometimes infamous) status for Americans. The combination of mystery and wealth creates
a vacuum for misinformation and mistrust. This webinar series de-mystifies these private funds,
explaining their similarities and differences from other investment vehicles and from each other- from
the legal, financial, and investment mandate perspectives.
As with every Financial Poise Webinar, each episode is delivered in Plain English understandable to
investors, business owners, and executives without much background in these areas, yet is of primary
value to attorneys, accountants, and other seasoned professionals. And, as with every Financial Poise
Webinar, each episode brings you into engaging, sometimes humorous, conversations designed to
entertain as it teaches. Each episode in the series is designed to be viewed independently of the other
episodes so that participants will enhance their knowledge of this area whether they attend one, some, or
all episodes.
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7. Dates shown are premiere dates; all episodes will be available on demand after
their premiere date.
EPISODES IN THIS SERIES
Episode #1 What is a Private Fund? 2/05/19
Episode #2 Basics of Fund Formation 3/05/19
Episode #3 Capital Raising 4/09/19
Episode #4 Due Diligence Before Investing 5/07/19
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60. About Financial Poise™
www.financialpoise.com
DailyDAC LLC, d/b/a Financial Poise™ provides continuing education to
attorneys, accountants, business owners and executives, and investors. Its
websites, webinars, and books provide Plain English, entertaining,
explanations about legal, financial, and other subjects of interest to these
audiences.
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