Presentation by Research Capital – Wei Woo

Mutual funds are increasingly finding ways to tap into private markets, offering regular individual investors access to previously exclusive investment opportunities used by pension funds and hedge funds. Some mutual funds companies are now allocating a portion of their assets to private equity, venture capital, and other alternative investments through various structures.

These funds typically invest in a diversified portfolio of private market strategies, including private equity, private credit, and real assets, alongside potentially more traditional public market investments. This approach allows everyday investors to gain exposure to private markets’ potential for higher returns and portfolio diversification, while still maintaining the liquidity and regulatory oversight associated with mutual fund structures.

Join Wei Woo, Investment Advisor (CIM, EPC), as he explores the evolving landscape of mutual funds and their foray into private markets.

NOTES AND TO REGISTER

Date: Friday, March 21, 2025
Time: 10:00 a.m. to 11:30 a.m.
Location: WSAC Board Room
Cost: Free for members, $3.00 for the public

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