Opportunities in Private Equity With Jeremy Held of Bow River Capital

The recent market and economic downturn, combined with high inflation and looming interest rates, are forcing investors to consider alternative asset classes.

One such alternative asset class is private equity, which has become highly accessible to individual investors today.

In this episode, Chris Osmond, CFA, CAIA®, CFP®, speaks with Jeremy Held, Managing Director at Bow River Capital, about the benefits of including private equity in your portfolio.

Jeremy discusses:

• How private equity differs from public equity
• Why access to private equity is no longer limited to institutional investors
• How the Bow River Evergreen Fund dispels common myths related to evergreen funds
• The current and future scope of private equity
• Centura Wealth Advisory’s comprehensive due diligence process