Understanding VC for Wealth Managers

Your clients are hearing about venture capital, and some are asking whether it belongs in their portfolio. This session is a clear, plain-language introduction for wealth managers: how the asset class works, how returns are actually generated, and how to tell one VC fund from another. Kamal Hassan, Managing Partner of Loyal VC, shares what we've learned from investing in 500+ companies, so you can have better conversations with your clients about venture.

• Where venture fits in a client's wider portfolio
• How venture returns work, and why diversification matters so much in VC
• How to read VC performance data and compare funds
• The real trade-offs of illiquidity, and how newer semi-liquid fund structures address them
• Questions to ask before recommending any venture fund