Michael Prittie provides some great insight into the current private equity environment in his article recently published by Wealth Professional magazine.

Not long ago, investors seeking to replicate equity index returns on a low cost basis only had a handful of options including SPDRs (State Street Global Advisors S&P500 depository receipts), a collection of WEB offerings (MSCI World Equity Benchmark Series country index securities), or perhaps even owned Canada’s own TIPs (Toronto 35 Index Participation Units).

When constructing a portfolio, the retail investor needs to take into consideration many different factors and priorities. Time horizon and tax considerations are two key aspects. 

Portland Holdings owns plenty of big-ticket items — including resorts, TV stations, a bank and numerous financial services providers. He says he loves the challenges of working in what he calls the world’s most dynamic industry — investing — but loves the generosity that money affords him even more.

An insightful piece written by Raymond Sawicki, Senior Vice President and Chief Investment Officer Mandeville Private Client Inc., for The Private Capital Markets magazine (formerly the Exempt Market Update).

While the affluent population has always invested in privately held firms, interest in private equity as an asset class has surged in recent years prompting a commensurate response from the financial community.