The Guided Retirement Show

058: Investing in Private Equity with Michael Bell


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For the first time ever, private equity is an asset class available to the main street investor. If you’ve worked hard, saved well, and are looking for an asset class outside the norm that’s a little more predictable and can provide some additional opportunities, private equity investing could be a great fit for you.

My guest, Michael Bell, is the Founder and Managing Director of Primark Capital, and an expert in this area. Before taking on his current role, he built and served as CEO for a $12B RIA, where he managed over 30 investment strategies, as well as a $10B liquid alternative mutual fund complex that launched over 50 alternative funds.

Today, Michael joins the podcast to discuss what private equity is, why it matters, and how you, the individual investor, can participate in private equity just like large foundations have done in the past.

In this podcast interview, you’ll learn:

  • Why private equity is now a $4 trillion industry–and why it’s historically been inaccessible to traditional investors.
  • How private equity companies are valued, how often they’re traded, and how to assess their health.
  • How public policy, interest rates, and inflation affect private companies as compared to publicly traded ones.
  • Why private equity is less likely to be scrutinized and regulated than cryptocurrency or other emerging consumer asset classes.
  • Potential cash flow issues to be aware of in private equity investing.

Get Today's Show Notes

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/58

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

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The Guided Retirement ShowBy Dean Barber

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