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Adjusted for Risk: What Financial Advisors Should Know About Private Equity InvestingAdjusted for Risk: What Financial Advisors Should Know About Private Equity Investing

The questions advisors should ask when considering private equity investments for their clients.

Ryan Nauman, Market Strategist

April 18, 2024

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 secondaries and venture capital. He also explains what questions financial advisors should ask when considering private equity investments and what alternative investments he finds attractive.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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