The Purposeful Investor

What is Private Equity and should it be in my portfolio?


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Join Aden and David as they demystify private equity investing. In this episode, they explore the key differences between private and public investments, share a compelling case study of Virgin Australia's private equity transformation, and provide expert guidance on understanding this complex investment landscape.

Learn about the potential benefits and risks, discover why liquidity matters, and gain valuable insights into making informed investment decisions. 

  • 0:00-5:00 Introduction
  • 5:00-15:00 Understanding Private Equity Basics
  • 15:00-25:00 Virgin Australia Case Study
  • 25:00-35:00 Investment Challenges
  • 35:00-45:00 Business Owner Perspectives
  • 45:00-50:00 Conclusion

The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

For more information on Capital Partners' award winning team, visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. 

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

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The Purposeful InvestorBy Aden Wilkins & David Andrew