Private Equity Investing: Growth, Trends, and Expectations

Private equity is the largest asset class in the alternative investments universe and has seen sustained growth and evolution in recent years. From the continued trends of capital formation shifting toward private markets and companies staying private for longer, to the emergence of innovative fund vehicles and a growing secondary market that are democratizing access for individual investors, the asset class continues to mature and change.

Private Equity is Now Largest Segment of the Alternative Investments Industry — As Advisors Manage Growing Range of Access Points, UniFi by CAIA™ Launches PE Microcredential to Help Wealth Pros “Ask the Right Questions”

Capital formation has become the domain of the private markets and product proliferation is accelerating, making it imperative that advisors have a strong grounding in PE and
its role in portfolio construction.
 

< BACK TO NEWS LIST

Shenal Cooray, MBA, CAIA

My CAIA journey required dedication and commitment to master the learning material for Level I and Level II, while balancing the demands of my role as an Associate Private Banker. With a solid foundation in how alternatives fit into a diversified portfolio and an understanding of various underlying strategies, the journey quickly evolved from theoretical learning to practical application, particularly from an allocator’s perspective. 

Debra Ng, CAIA, Chapter Executive

Debra is a Partner and Board Director of Albourne Partners Limited. As Asia Region Head, she is responsible for Albourne’s practice across Singapore, Hong Kong and Japan while overseeing Albourne’s Portfolio Group strategy, advice and delivery of client outcomes in Asia. Her experience spans 32 years in the financial industry including equity research, equity and fixed income asset management and alternatives advisory.

Tomoko Yano, CAIA, Chapter Executive

Tomoko Yano is the Head of Alternative Investments. She oversees the various alternative investments for Aflac Asset Management Japan, where she initially joined as the General Manager in the Investment Planning Division. She brings 20 years of diverse experience in finance, including direct lending, private equities, commercial real estate loans, infrastructure debt and equities, and various hedge fund strategies. Her previous experience includes fund research and sourcing at a gatekeeper in Hong Kong and as an equity analyst at hedge funds in Hong Kong and New York.

Francisco Soler, CAIA, CFA

In the early days of my career, I was a curious generalist always looking to broaden my horizons. At the same time, I was looking for the rigor and specialization that other designations did not necessarily provide in my areas of interest. Well, now those interests have turned into a full-fledged career focused on alternative investments.

Subscribe to