Zephyr's Adjusted for Risk

What Financial Advisors Should Know About Private Equity

April 15, 2024 Ryan Nauman Season 2 Episode 20
What Financial Advisors Should Know About Private Equity
Zephyr's Adjusted for Risk
More Info
Zephyr's Adjusted for Risk
What Financial Advisors Should Know About Private Equity
Apr 15, 2024 Season 2 Episode 20
Ryan Nauman

Andrew Krei, Co-CIO of Barrett Upton Capital Partners and Co-CIO of Crescent Grove Advisors joins Ryan Nauman to discuss investing in private equity.

In this fantastic episode, Andrew shares a ton of insight into the world of private equity. Andrew explains the different layers of private equity like secondary's and venture capital. He also explains what questions financial advisors should ask when considering private equity investments and what alternative investments he finds attractive.  

To learn more about Barrett Upton Capital Partners: https://barrettupton.com/
To learn more about Crescent Grove Advisors: https://crescentgroveadvisors.com/

To learn more about Zephyr

Show Notes

Andrew Krei, Co-CIO of Barrett Upton Capital Partners and Co-CIO of Crescent Grove Advisors joins Ryan Nauman to discuss investing in private equity.

In this fantastic episode, Andrew shares a ton of insight into the world of private equity. Andrew explains the different layers of private equity like secondary's and venture capital. He also explains what questions financial advisors should ask when considering private equity investments and what alternative investments he finds attractive.  

To learn more about Barrett Upton Capital Partners: https://barrettupton.com/
To learn more about Crescent Grove Advisors: https://crescentgroveadvisors.com/

To learn more about Zephyr