The World of Private Equity from an Investor's Perspective

Fin Talks: The World of Private Equity from an Investor's Perspective

Thursday, 22 June, 2023 • The Wharf • 5:30 pm to 7:30 pm

This event provides a unique opportunity for individuals new to the private equity industry, as well as practitioners with experience, to gain valuable insight from their peers.

Attendees will be able to gain important knowledge about the fundamentals of private equity by listening to real-world stories and case studies shared by a leader in the field. The discussion will cover topics such as:

• Overview of Private Equity
• Why Alternative Investments
• Why Include (or not) PE in Client Portfolios
• Building a PE Portfolio for Private Clients
• Different Ways of Accessing Private Equity
• Performance Reporting Challenges
• Operational Considerations

Benjamin Hein is a partner of multi-family office Octogone Advisors (Cayman) Ltd., a firm that he co-founded in 2017. Previously, he was COO and investment committee member at BigSur Partners, a Miami-based multi-family office. He also worked as a senior analyst and portfolio manager before becoming President and CIO at EFG Capital Advisors in Miami and Cayman (fka PRS Group). Prior to that he held investment management and research positions in Miami, Boston and Frankfurt at SunTrust Bank, John Hancock Funds and BHF-Bank. Benjamin holds the CFA, CIPM and CFP^TM designations.