Tailwind Lower Middle Market Buyouts Fund – 7.11.22 – Tailwind Investment Partners

Overview:
Title: Lower Middle Market Investing
Date: Monday, July 11, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

On Demand Soon

With lower for longer return expectations for traditional investments and the return of volatility, asset allocation considerations need to include private investments.

Topics to be discussed:

  • Which private equity segment has outperformed in the short and longer term?
  • What is the difference between a private equity investment and a private equity program?
  • What is the ROR equivalent of a 2X MOIC?
  • Why is private company investing critically important now?

Speaker:
David Perkins, CAIA David Perkins, CAIA Chief Executive Officer Tailwind Investment Partners

David has served as Chief Executive Officer of Tailwind Investment Partners since Co-Founding the Firm in September of 2003. He is responsible for driving the overall strategic vision and culture of our Firm. David has more than three decades of investment management experience and a proven history of building, operating and leading innovation-focused firms.

As the Co-Founder of Tailwind, David’s vision was to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status quo to find ways to improve the Advisor-Investor relationship by creating performance-focused private investment solutions to help Advisors build better portfolios.

Prior to Co-Founding Tailwind, in 1997, David Co-Founded CAPTRUST, the largest Registered Investment Advisor firm in America with $620 Billion Assets Under Advisement. Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST. David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004.