Date: Wednesday, April 24, 2024

Time: 1:00 pm – 2:00 pm Eastern Daylight Time

Markets have changed. There are less than half the number of public companies than there were 25 years ago. Private companies are staying private longer and in some cases, staying private indefinitely*. At the same time private markets continue to grow at a rapid pace, representing an increasingly important segment of the investable universe.

Despite the increased importance of private markets, high minimums, long periods of illiquidity, and risk factors have prevented many investors from accessing the private equity asset class.

Please join us for an educational discussion where we will explore:

  • The growth opportunities in private market investing
  • The potential advantages of a pure-play private equity Evergreen Fund strategy
  • Using an Evergreen Fund as part of a diversified portfolio

Featured Speakers

  • Mike Trihy, CFA, CAIA, Director & Lead Portfolio Manager, Bow River Capital
  • Jeremy Held, CFA, Managing Director & Portfolio Manager, Bow River Capital

Investing in Bow River Capital Evergreen Fund, is speculative and involves a high degree of risk, the program is not suitable for all investors, the risk that shareholders may lose part or all of their investment. The Fund is a newly organized, non-diversified, closed-end investment company with a limited operating history. Shares will not be listed on any securities exchange. The Fund may be materially affected by general economic and market conditions, including interest rates, inflation rates, economic uncertainty, availability of credit, financial market volatility, changes in laws and national and international political circumstances. Fund distributions may be funded from offering proceeds or borrowings, which may constitute a return of capital and reduce the amount of capital available to the Fund for investment. The Fund may borrow money, magnifying the potential for gain or loss and increasing the risk of investing with the Fund. The shares are illiquid meaning you will likely not be able to transfer or redeem shares on demand or in the quantity desired. The shares are illiquid meaning you will likely not be able to transfer or redeem shares on demand or in the quantity desired. Please see the prospectus for details of these and other risks.

The Fund invests the Fund invests in other funds, a shareholder will bear two layers of asset-based expenses, which could reduce returns compared to a direct investment in the underlying funds.

An offer can only be made by the prospectus and only in jurisdictions in which such an offer would be lawful. The prospectus contains important information concerning risk factors and other material aspects of the Fund to carefully consider and must be read carefully before a decision to invest is made. Foreside Financial Services, LLC: Distributor. Foreside and New York Life or its subsidiaries are not affiliated.

New York Life Investments is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. New York Life Investment Management Holdings LLC, a New York Life Investments Company, is a minority owner in Bow River Advisers.