Working with Institutions

Working with Institutions graphic

aerial view of barge carrying cargo with deep blue sea ocean watersOver my career, I have developed a specialization in private equity and structured products.  I speak with many institutional investors about these investments and how to add them to their portfolios.


Private equity funds are not appropriate for all investors.  Investors should be aware that private equity funds may contain speculative investment practices that can lead to a loss of the entire investment.  Private equity funds may invest in entities in which no secondary market exists and, as such, may be highly illiquid.  The funds are not required to provide periodic pricing or valuation information to investors and often charge high fees that can erode performance.  Additionally, they may involve complex tax structures and delays in distributing tax information.