For investors looking for potential ways to enhance returns and to manage portfolio risk, private investments can potentially be an attractive, long-term complement to traditional public equity and fixed income allocations.
Private investments have historically brought investors higher returns and better diversification benefits than those of public markets. With recent changes in regulations and evolving technology, private investments are more accessible now than ever before.
Please join us on October 19th from 4 to 5:30 pm for the Kings Path Educational Seminar “The World of Private Investments.” We will be hosting a panel of representatives from venture capital, private equity, and private credit. You can expect to hear overviews of their respective industries and their views on how these investments may fit within different portfolios.
We look forward to discussing:
An overview of venture capital, private credit, and private equity
The trends we are seeing in these private markets
How private investments are being made accessible to smaller investors
This seminar is being offered as part of the Kings Path Educational Series. No investment products are being offered at this event.
Private investing can be complex and should be considered carefully. Private investments are not right for all investors. Many investments are only open to certain investors such as “Accredited Investors” and “Qualified Purchasers” as defined by the Securities and Exchange Commission.
Speakers
Tim Donaldson from CAIS
Tim Donaldson has spent over fourteen years in the financial services industry, with the last 7 years at CAIS. He is currently a Director on the Alternative Investment team and is responsible for client coverage throughout the South-Central region of the United States.
Prior to joining CAIS, Tim was a Vice President of Institutional Sales at PineBridge Investments where he worked the firm’s family office and RIA clients around the country. Prior to that, he worked in the wealth management divisions of both Credit Suisse and Bear Stearns.
Tim received his Bachelor of Arts from Hobart College in Geneva, NY. Tim currently lives with his fiancé and French Bull Dog in Austin, Texas.
Maurice Rabbenou from CAIS
Maurice Rabbenou has spent over a decade in the financial services industry, focusing on providing alternative investments strategies to high-net-worth individuals. As a Senior Vice President within Product and Research at CAIS, a leading alternative investment platform, Maurice concentrates on evaluating strategies and helping clients allocate to alternative investments.
Prior to joining CAIS, Maurice was a Director for the $50B alternative investment platform at Bank of America Merrill Lynch. Since joining Merrill Lynch in 2011, Maurice rose through a succession of senior distribution, strategy, and relationship management roles in the alternative investments business. Maurice served as a regular presenter and speaker at industry conferences and seminars nationwide as an alternative investment subject matter expert.
He holds a bachelor’s in economics from Queens College, graduating summa cum laude and third in his honors class. Maurice and his wife, Wendy, reside in Riverdale, N.Y., with their two children. They are active in the community, and the family enjoys traveling and hiking in the Hudson Valley and Vermont.
Larry Warnock from Ring Ventures
Larry is a Texas Aggie Class of ’83 and the Managing Partner of Ring Ventures, one of the more than 20 funds in the Alumni Ventures’ family of funds. Alumni Ventures gives individuals the opportunity to invest directly in a Venture Capital fund with approx. 25 diverse tech and tech-enabled companies.
Larry is a seasoned venture-backed technology executive and investor with multiple exits, including an IPO on the NASDAQ. Most recently, he was President and CEO of Olono, an AI platform for sales effectiveness (acq. by Insight Squared). Previously, he was CEO of Gazzang, provider of big data security software (acq. by Cloudera); and CEO of Phurnace Software, provider of DevOps software (acq. by BMC Software). Larry was also formerly a venture partner at AV Labs, the incubator fund of Austin Ventures. There he sourced new deals, tracked progress for follow-on investment, and coached founders. Earlier in his career, he served as a Vice President for both Siebel Systems and Documentum.