CFA Society Switzerland, working together with Mink Learning, recently offered a detailed private equity workshop in Zurich. Designed specifically for family offices and wealth managers from across the country, the session was a deep dive packed with real-world case studies and lively, interactive discussion.
Key areas covered during the workshop included:
- How private banks can better educate their advisors to communicate the pros and cons of semi-liquid private market investments
- How family offices can better work together on club deals, in regard to direct investment
- How negotiation of private equity deals differs across cultures
This workshop continues a tradition, as Mink Learning visits Switzerland each year to offer private equity training for family offices and private banks. We thank all the attendees for their fantastic participation in this CFA Society Bootcamp and look forward to coming back to Switzerland next year!