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Private and Co-Investment Risks and Opportunities

Monday, August 3

Overview

A virtual Asset Owner Series™ event

Hear from senior private banking executive Itay Blasenheim, Global Head of Direct Private Investments, Citi Private Bank, about where private market valuations make sense, and where they don’t.

CFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars.

Agenda

6:00 PM | WELCOMING REMARKS

Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series


6:05 PM | INTERVIEW, DISCUSSION

Interviewer

Thomas Collimore, CFA, Head of Institutional Relationships, CFA Institute

Interviewee

Itay Blasenheim, Global Head of Direct Private Investments, Citi Private Bank


6:45 PM | Q&A FROM AUDIENCE


7:00 PM | CLOSING REMARKS AND ADJOURNMENT

Kris Thiessen, CFA, CAIA, EA, Chair – Board of Directors, CFA Society New York; Founder & Managing Partner, Helix Management

Additional Details

Learning Outcomes

  • Private equity due diligence
  • Private investment strategy
  • Co-investment risks