beyond MD with Dr. Yatin Chadha
Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, holding companies, trusts, estate planning, insurance policies, mortgages, real estate, and investing. It's time to take your financial knowledge base to the next level so you can get ahead outside of the workplace. Please send questions and topics of interest to beyondmdpodcast@gmail.com
beyond MD with Dr. Yatin Chadha
Introduction to Private Equity
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Yatin Chadha
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Season 1
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Episode 17
Yatin Chadha hosts Ron Haik, MBA, CFP, CIM, TEP, senior financial advisor at Nicola wealth.
This is the second episode on alternative investments, this time focusing on private equity.
Yatin and Ron discuss:
What is private Equity (PE)? (4:40)
Differences between investing in PE & public markets (5:08)
Various (Nicola Wealth) funds (9:00)
Leveraged buy outs (11:45)
Credentials of (Nicola Wealth) fund managers (12:43)
Evergreen structure (14:55)
Understanding returns (16:53)
Potential returns vs stocks (21:50)
Downside protection? (23:45)
PE investment time horizon (25:30)
How companies are evaluated (26:40)
PE investment example (28:04)
Risk/what can go wrong (30:23)
General advice (31:40)
Questions for PE firms (33:23)