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*The Entrust Group offices will close at 1:00 p.m. on Friday, December 13th. We will resume normal business hours on Monday, December 16th.**

Advisors & Issuers

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For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

Learning Center

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Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

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Private Equity Investing: Insights from an Industry Expert


Curious about private equity investing? Looking for insights and actionable tips? To help
you get ahead, we brought in market expert Paul Karrlsson-Willis.

In this interview, we provide valuable information for navigating the world of private equity. Join the conversation to learn:

  • An overview of private equity and why it's unique to other assets
  • The players and strategies in the private equity space
  • Current market trends and opportunities
  • Risks associated with private equity investing
  • And much more

Date: April 12, 2023
Duration: 48 Minutes 
Speakers
    -   Tony Unkel: Business Development Manager at The Entrust Group
    -   Paul Karrlsson-Willis: CEO at Justly
Presentation Deck: View or download the presentation PDF here.
Presentation Audio: Stream or download the mp3 here.
Prefer YouTube controls? Stream on YouTube here.
Timestamps for Presentation Highlights: 
Section 1: What is Private Equity?
       • Starts: 3:56
       • Ends: 6:23
Section 2: How are private equity investments unique?

       • Starts: 7:36
       • Ends: 9:25
Section 3: What are some modern examples?
       • Starts: 9:30

       • Ends: 12:25
 Section 4: What is trending in private equity?
       • Starts: 13:46
       • Ends: 17:42
Section 5: What is the typical investment process?
       • Starts: 17:48
       • Ends: 21:42
Section 6: What are the potential risks?
       • Starts: 21:47
       • Ends: 31:27
Section 7: What are the most common reasons for private equity investments
                      to fail or underperform?
       • Starts: 31:33
       • Ends: 34:55
 Section 8: How do individuals and firms exit investments?
       • Starts: 35:04
       • Ends: 39:04
Section 9: How can investors assess the credibility and track record of a
                      private equity firm?
       • Starts: 39:12
       • Ends: 42:21
Section 10: How can investors access this market? What’s required?
       • Starts: 43:15
       • Ends: 46:00
Section 11: Remaining Q&A 
       • Starts: 46:40
       • Ends: 48:03

We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event.

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