Episode Summary
In this episode of the Wealth Exchange, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth unpacks the private equity secondaries market with industry expert Joy Savchenko, Senior Managing Director at Evercore. Joined by Tori Buffery, Senior Director, Private Equity Secondaries at Nicola Wealth, the three use their expertise to demystify terminology and comment on trends in the secondaries market.
Joy shares insights into continuing to build the legacy of Evercore and and predictions for the current and future states of the secondaries market. Meanwhile, Tori offers valuable perspectives on private equity secondaries from the lens of high-net-worth individuals, showcasing Nicola Wealth's strategic approach.
Episode Featured on:
The Wealth Exchange
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Joy Savchenko
Senior Managing Director, Evercore
Joy Savchenko is a senior managing director in Evercore’s Private Capital Advisory group.
Ms. Savchenko is responsible for developing investor relationships and originating and advising clients on a variety of private capital transactions. She has extensive experience in the private markets, advising on a broad range of capital raises and liquidity solutions. She has represented private equity and hedge fund managers on capital raises, single asset deals, fund recapitalization, tender offers and spinouts, as well as represented public pensions, endowments, foundations, financial institutions and family offices on strategic sales.
Previously, Ms. Savchenko spent 19 years at UBS working with institutional clients in a variety of advisory roles, most recently in the private funds group, covering institutional investors in the United States and Canada, with a focus on origination. Prior to that role, she executed secondary market transactions for nearly a decade, and worked in the M&A and strategic solutions groups.
Ms. Savchenko earned a B.S. in international economics from Georgetown University’s School of Foreign Service.
Disclaimer
This presentation contains the current opinions of the presenter 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. Please speak to your NWM advisor regarding your unique situation. 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. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.
