Private Equity Profits

Ep 001 Combining Investing with Purpose and Fulfillment


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– The Private Equity Profits podcast with Cliff Locks Episode 001 Michael Livian

Michael Livian, founder and CEO of Liv-inn & Co. an Investment and Wealth Management Company. 

Michael has over 20 years of experience in the financial services industry. He was the Chairman of the Executive Committee and Head of Asset Management at Safdie Investment Services Corp. (subsidiary of the Swiss private bank, Banque Safdie). Prior to this position he was a Managing Director at Speed Ventures, a primary pan-European private equity/VC firm. He also worked as an Associate Director for Bear Stearns & Co. in New York and in Italy with a special focus on fixed income and credit derivatives. 

He holds a summa cum-laude MSc degree in Economics from the University of Milan. Michael published several academic articles and books on quantitative finance, fixed income and equity valuation. He is a CFA charter holder, a member of the New York Society of Security Analysts (NYSSA) and the co-chairperson of the Private Wealth Management Committee at NYSSA. He lives in New York with his wife and three children.

Listen to this informative Private Equity Profits episode with Michael Livian about the growth of the alternative investments industry.

Here are some of the beneficial topics covered on this week’s show:

  • How he helps clients achieve combining investing with purpose and fulfillment.
  • The best percentage for time split between portfolio company analysis/operations and evaluation of new investment opportunities.
  • Attributes that make a business a good candidate for a leveraged buyout. 
  • The typical capital structure prevalent in LBO transactions
  • Red flags you would look out for when assessing a potential investment opportunity.

  • Connect with Michael

    Email: [email protected]

    Website: http://livianco.com

    Phone: (212) 319 8900


    Connect with Cliff Locks: https://www.investmentcapitalgrowth.com/

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    Private Equity ProfitsBy Seth Greene

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