Private Markets Without a Guide: How Individual Investors Can Learn to Navigate Them
Placement agents guide private market investing – here’s how individual investors can replicate their expertise and navigate complex funds.
Patrick Campbell
Patrick Campbell is the President and founder of Perth Advisors, a placement agent that raises private equity and debt capital for fund managers. He has been involved in over $15 billion of private placements primarily for funds and separate accounts for real estate equity and debt, LBO, venture, distressed, corporate mezzanine debt and hedge funds.
Private Credit: Evaluating the Opportunities Ahead
Exploring opportunities in private credit and how individual investors can strategically position themselves to capitalize on this growing segment of the investment landscape.
An Allocation Framework for Individuals Investing in Private Markets
Steve and Patrick explore how individual investors can effectively allocate their portfolios to private assets using tax-advantaged vehicles like self-directed IRAs.
Private Asset Fundraising Backlog and Its Implications for Individual Investors
Steve and Patrick discuss difficult fundraising environments and how some dynamics may affect smaller institutions and individual investors in private funds.