Back to ACE Unplugged

 

Mark Perry

Managing Director, Wilshire

 

Mark Perry serves on WPM’s Management Committee and its Investment Committee. He is responsible for sourcing, performing due diligence on and monitoring investments across private markets sectors within the U.S. and Canada.  Prior to joining Wilshire, Mark was a Vice President at Centinela Capital Partners.  He obtained his Bachelor of Science in Electrical Engineering and Master of Business Administration in Finance from the University of California, Los Angeles, and his MS in Electrical Engineering from Stanford University. Mr. Perry joined Wilshire in 2012.

Institutional Quality Private Portfolios for Accredited Investors: New Practical Solutions: A 3-Part Workshop

Part 1: Private Asset Classes, Performance and Outlooks  

  1. The Basics
    1. General overview
    2. Who Buys What, and Why
    3. Performance in disruptive periods & across cycles
  2. Asset Class Tour with Risk & Return comparisons
    1. LBOs, including. large, mid, specialty and geography
    2. Growth and venture
    3. Infrastructure
    4. Natural resources and agriculture
    5. Private credit – the type matters
    6. Using alternative yield strategies to reduce interest rate and duration risk
    7. Hedge styles and risk premia

.