About this Event
Join us for a lunch roundtable, Democratizing Private Assets, Kurt Winkler, First Trust
In 1996 there were ~7300 US public companies, and today that number stands at ~4300? Comparing that to the private markets where there are more than 25 million companies here in the United States. Many of those companies are choosing to stay private longer, or even forgo taking their company public altogether. Come here how First Trust is helping investors access the private markets through individual PE/PC investments, and through semi-liquid structures like interval and tender offer funds.
October 15th 12pm to 1:00pm
Westside Lunch at Wild Mango, Crocker Park, 139 Crocker Park Blvd, Westlake
This roundtable will have two locations:Eastside Breakfast at the Corporate College, Warrensville Heights (please register for this at the separate registration link here)
Westside Lunch at Wild Mango, Crocker Park
Breakfast and lunch brought to you by First Trust
Learn about First Trust
Kurt Winkler, Senior Vice President, Capital Solutions Group, First Trust Portfolios L.P.
Kurt Winkler is a Senior Vice President for the Capital Solutions Group at First Trust Portfolios. Previously, Kurt was the Director of Sales at Vivaldi Asset Management where he was responsible for the distribution of Vivaldi’s mutual funds, separate accounts, and private asset platform to the broker dealer and RIA community. Prior to joining Vivaldi, Kurt was Managing Director at John Hancock Investments, responsible for the distribution of their mutual funds, separate accounts, and ETFs. He is a seasoned investment professional with over 25 years’ experience in many facets of the investment distribution business. Kurt graduated from Ohio Wesleyan University with a degree in Economics Management.
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Join CFA Cleveland today, yearly dues:
Local Member $150
Candidate Member $125
Student Member $50
CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.
Event Venue & Nearby Stays
Wild Mango, Crocker Park, 139 Crocker Park Boulevard, Westlake, United States
USD 0.00 to USD 40.00
