A New Way to Access Private Equity – ALPS Portfolio Solutions- 4.6.17

Summary:

Now On Demand.

Listed Private Equity (LPE) companies employ the same compelling business model of buying, improving, and selling companies as traditional private equity firms. Instead of using private and illiquid funds, which raise capital from institutions and wealthy individuals, LPE companies attract capital from public market investors, providing convenient and liquid investor access through shares of a listed vehicle.

With a global universe of over 500 listed companies and $500+ billion1 in market capitalization, LPE provides a sizable investment universe with access to thousands of private businesses in a wide array of industrial sectors.

With equity market indices at near-historic highs, we believe that LPE companies provide attractive valuations and growth opportunities for advisors seeking strong risk-adjusted returns for client portfolios.

Join us for this educational webcast as we discuss the following:

  • Introduction to Listed Private Equity (LPE)
  • How Private Equity Creates Value
  • Why Now? Attractive Valuations and Growth Opportunities
  • How Private Equity Fits in Portfolios

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Jeremy Held*, CFA
Director of Research
ALPS Portfolio Solutions

Jeremy began his career at ALPS in 1996 and has more than 20 years of experience in the asset management industry. He is responsible for research, product development, and consulting services on behalf of the ALPS ETF, Mutual Fund, and Closed-End Fund business segments. His research is focused on satellite and alternative asset classes, including Commodities, Master Limited Partnerships, Private Equity, Global Real Estate, Sectors and Emerging Markets.

Jeremy is a frequent speaker at investment conferences and his work has been published in several publications such as the Journal of Indexes, Research Magazine and Institutional Investor. Jeremy graduated with a B.S in International Business from the University of Colorado and is also a Charted Financial Analyst and a Certified Financial Planner.

Mark Sunderhuse
Managing Director & Portfolio Manager
Red Rocks Capital

Mark Sunderhuse is a Founder and Managing Director of Red Rocks Capital. Prior to forming Red Rocks Capital in 2003 he was a Partner and Portfolio Manager at Berger Financial Group (now Janus Capital Group). Prior to Berger, Mr. Sunderhuse co-founded Crestone Capital where he managed institutional small cap growth equity products and headed the investment committee at United Banks of Colorado (now Wells Fargo). Mr. Sunderhuse is a former governing board member of the Fire and Police Pension Association of Colorado with assets in excess of $4 billion and sits on various other boards, including Energy Outreach Colorado. Mr. Sunderhuse has over 30 years of professional investment experience.

Overview:

Title: A New Way to Access Private Equity
Date: Thursday, April 6, 2017
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:

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* Jeremy Held is a Registered Representative of ALPS Portfolio Solutions Distributor, Inc. (APSD) and ALPS Distributors Inc. (ADI). APSD and ADI are affiliated.
1 As of 12/31/2016

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