Day 4 | Practical tips for investing into Private Capital
In the fourth and final instalment of Invest Week, Yasser El-Ansary talks to Gillian Gordon from JBWere and James Martin from Hamilton Lane about the best way for potential investors to acquire more knowledge and begin the process of researching the opportunities that are available in investing in private capital.
Any advice that may be provided in this presentation will be of a general
nature and has been prepared without taking into account any potential
investor’s objectives, financial situation or needs. You should consider
whether the advice is appropriate for you in light of your own
This discussion is built around awareness of investing in private capital
for wholesale investors, that is, investors who would meet the definition
of a wholesale client under s761G(7) of the Corporations Act.
There are a variety of ways that an investor could be classified as
wholesale, one of which would be to obtain a valid accountant’s certificate
which confirms that the investor either has net assets of at least $2.5m,
or has gross income of at least $250k for the last two financial years. The
accountant’s certificate must be from a qualified accountant and must be
less than 6 months old.