Episode 266: The Perils and Promises of Private Equity

In this episode of Think Smart with TMFG, Senior Financial Advisor Rob McClelland and Mike Connon of Assante Capital Management delve into the intriguing world of private equity. Drawing insights from a recent Globe and Mail opinion piece by Mike Wahlberg, the duo explores the burgeoning interest in private equity investments among Canadians.

The discussion highlights the key challenges of private equity, such as liquidity issues, and contrasts these with the potential advantages, including higher returns and operational independence from shareholder pressures. Real-life examples from Rob's own private equity experiences provide a grounded perspective on the risks and rewards involved.

Whether you’re an individual investor or managing a pension plan, this episode offers valuable insights into when private equity might make sense—and when it might not. Tune in to understand why staying liquid could be the smarter move for your investment portfolio.