How Institutional Investors Source Investments

How important are relationships when seeking investments in private securities?

iownit · Sourcing Investments in Private Securities

Jared Feldman and Michael Zeuner talk about their experiences seeking investments in private securities. They discuss questions like:

  • How to identify investment promoters?
  • Why is an alignment of interests important when sourcing private investments?
  • Is networking still a good way to source investments as private securities markets have grown?

The big question is if the current model is broken, what does the future have in store for new sources of private investment opportunities?

Enjoy this segment on investment sourcing, and feel free to access the full panel discussion here.

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Please join iownit for a panel discussion with industry veterans regarding how financial advisors can approach allocations to alternative investments in private markets: What Can Financial Advisors Learn From Institutional Allocations To Private Markets?