Episode Summary
In private equity, fund timelines have traditionally shaped when investors exit an investment. Today, the secondaries market is creating new ways to provide liquidity while allowing strong assets to be held for longer.
In this episode of The Wealth Exchange, Rob Olsen speaks with Sunny Lee about the evolution of private equity secondaries, with a focus on General Partner-led transactions. They discuss what is driving growth in the market, how continuation vehicles work, and how Nicola Wealth evaluates secondaries opportunities across managers, sectors, and vintages.
Episode Featured on:
The Wealth Exchange
The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.
Disclaimer
This material contains the current opinions of the author, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. All investments contain risk and may gain or lose value. Please speak to your Nicola Wealth advisor for advice based on your unique circumstances. Any mention of third-party products, services, or organizations on the podcast is for informational purposes only and does not constitute an endorsement or recommendation. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.


