2023 Catholic Investor Symposium: Private Market Investing Panel

In this session, Dave Taiclet, General Partner & Managing Director, Lewis & Clark Partners, leads a panel discussion on differentiating private market investing strategies, and provides practical ideas for portfolio construction and asset allocation, and dispells several common misconceptions regarding private market investing.



This presentation is furnished or informational purposes only and is intended solely for the person to whom it is delivered by or on behalf of Catholic Investment Services (“CIS”). This presentation is confidential and may not be reproduced in its entirety or in part, or redistributed to any party in any form, without the prior written consent of CIS. This presentation does not constitute an offer to sell or the solicitation of an offer to purchase any securities offered by any funds or accounts managed by CIS. Certain statements contained herein that indicate future possibilities constitute forward-looking statements and should not be construed as predictions of performance. Actual results may differ materially. In calculating projections and case targets, CIS utilizes certain specific inputs that, in some cases, are estimated, and certain assumptions that ultimately may not hold true with respect to any investment.  These estimates and assumptions may deviate materially from modelled expectations. No assurances can be made that the investment philosophy, investment objectives, projections or case targets will be achieved.   The information and assumptions included in this presentation are made in good faith and based upon information reasonably available to CIS as of the date noted herein and will not be updated.  The information contained herein does not purport to present a complete picture of the activities, results, actions and/or plans of CIS or any fund or account managed by CIS. Clients or prospective investors should consult advisory agreements, private placement memorandums and/or other documents describing any securities and explaining the services and risks associated with an investment in such securities prior to investing. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance is not necessarily indicative of future results.