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Private Capital investments are becoming a key choice for wealthy investors and family offices.
What ingredients does a private capital investment opportunity need to appeal to these sophisticated investors?
Karen Azlen, Toronto, ON
Founder & CEO, Introduction Capital Inc.
An investment opportunity needs to have a competitive edge
in its niche and expose an investor to something they would
not otherwise be able to access. The opportunity needs to
supported by a strong foundation from the pedigree of the
team, depth of investment experience, involved advisory
and experienced board to a sound operational platform.
Ultimately, the collective impact of these factors is what will
determine if it is a worthwhile investment.
Klint Rodgers, Vancouver, BC
Private Equity Market Specialist, Pinnacle Wea
First, I believe it's important to look to Regis
EMD Dealing Representatives, who are resp
for the products of the products they advise
if working with a true professional that indiv
should be knowledgeable about clearly poin
out the positives and any potential negative
time, liquidity, management risk, etc.) to tho
considering an investment as reflected in th
Memorandum. It's also worth looking for Iss
that have as many of the following items str
into their offerings; separate board of adviso
investors in a 1st registered position or perh
title, multiple signing authorities, fund mana
administrators, and so forth. Finally, conduc
diligence surrounding managements experie
record, limited partnership or mutual fund st