In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Matt Farrell, head of investments, to discuss current challenges and opportunities within the private markets amidst recent economic conditions. Their discussion covers the impact of valuation declines, liquidity issues and the extended holding periods that have tested private investors' patience.
Key points discussed include:
- Assessing your investment capacity: Is private investing suitable for you?
- What’s driving the lack of patience for private investors and how to maintain patience amidst volatile market conditions?
- The significant decline in deal activity and its impact on liquidity and holding periods.
- The importance of financial planning and cash flow analysis in private investing, including opportunities in secondary markets at discounted rates.
Michael and Matt emphasize that while the private market landscape is challenging, remaining vigilant and understanding the underlying health of investments can yield significant rewards over the long term. They also highlight the critical need for investors to assess their capacity and tolerance for illiquid assets before committing to private investments.
As always, if you have any questions or need further insights into your investment strategy, please don't hesitate to
contact us.