Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds

Feb 5, 2024

54:37

Private equity, private credit and private real estate have traditionally been areas that are reserved for large investors and institutions. But new fund structures are beginning to change that. The question is whether that is a good thing or a bad thing for investors. In this episode, we are joined by Lee Boudouris to tackle that question. We take a detailed look at these asset classes in general, how the evergreen fund structures that have made them more accessible work and the things investors should keep in mind as they evaluate them.

We hope you enjoy the discussion.

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