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Exploring Private Investment Opportunities: A Learning Experience

February 15 @ 12:00 pm – 1:00 pm

You may be familiar with the term “alternative investments,” but what exactly do they entail?

Foundations, endowments, and the ultra-wealthy have leveraged these privately accessible investment avenues to enhance alpha and broaden the scope of their portfolios. Lunch Pail has partnered with Harbor Investment Advisory to present an enlightening “Lunch and Learn Zoom” session for our members, aiming to bridge the educational gap surrounding
his trending topic.

Join us on Zoom Thursday, February 15th, at 12 pm ET for an opportunity to delve into various types of alternative investments.

To participate in this educational event, kindly register here.

During the session, you will gain insights into:

  • Differentiating between private and public investments
  • What is Private Equity/Venture Capital?
  • How do these investments work?
  • What are Special Purpose Vehicles?
  • What are the risks?
  • How much should beginners allocate?
  • Live Q&A session

Leading the engaging discussion will be Fred Hill, CEO and Managing Principal of Harbor Investment Advisory, alongside Paul Fox, Managing Director, and Portfolio Manager. If you cannot attend the live webinar, we will have a replay posted after the event below. In addition, we will have several other topical educational videos available on private equity, private real estate, and private credit. Both the replay and additional educational opportunities will be available after the live webinar on February 15th.

This material is for informational purposes only and is not intended as an offer or solicitation to purchase or sell any security or to employ a specific investment strategy. Harbor Investment Advisory, LLC (“Harbor Advisory”) does not represent the material contained in this email is accurate, complete, or suitable for a basis for any investment decisions. Harbor Advisory does not provide tax or legal advice. We encourage investors with tax or legal issues to consult their tax or legal advisor.

Harbor Advisory is registered as a broker-dealer and investment adviser with the Securities and Exchange Commission (“SEC”). It is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Security Investor Protection Corporation (“SIPC”). Registration with the SEC does not imply any level of skill or training, nor should it be considered an endorsement by the SEC. For more information about our services, please see our Brochure and Relationship Summary, available on the SEC’s website at www.adviserinfo.sec.gov and on Harbor Advisory’s website at www.harborinvestmentadvisory.com.