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The headlines have been undeniable. "Market reaches new record highs, despite pandemic," and other similarly sensationalized headlines have underscored the massive investment seen in a variety of markets – but this trend has been especially true for private equity and investment.

According to a 2020 Deloitte report on private equity, growth is still anticipated in private equity, with a forecast of global private equity assets under management (AUM) to reach $5.8 trillion by 2025. They also reported the reinforcement of supportive relationships between private equity and their portfolios, with many firms stepping in to support their portfolio companies through recent challenges.1

So, where do things stand now with Private Equity, and how can investors take advantage of opportunities as they arise?

Listen in as Gary Poth is joined by Key Family Wealth Directors of Investment Consulting Greg Dienna and Joe Stone, as they discuss the state of private investment opportunities with an emphasis on defining these various opportunities and the unique considerations for each. Tune in to this latest edition of the Key Wealth Matters Podcast as our team outlines where private equity, hedge funds, and venture capital fit into a family portfolio and what to look for when evaluating investment managers in this space.


Patrick Henry, Frank Fumai, Tania Lynn Taylor, Jagat Patel, Deloitte. "The growing private equity market." 5, November 2020. URL: