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The Benefits of Secondary Funds in a Private Equity Portfolio - myCFO

The Benefits of Secondary Funds in a Private Equity Portfolio - myCFO

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Integrated Wealth Management<br />

Independent <strong>in</strong>vestment advisory<br />

services and the comprehensive<br />

capabilities <strong>of</strong> a multi-family <strong>of</strong>fice.<br />

■ INVESTMENT CONSULTING<br />

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AND EXPENSE MANAGEMENT<br />

United States Department <strong>of</strong> Treasury Regulation Circular 230 requires that we notify you that this <strong>in</strong>formation cannot be used by<br />

any taxpayer for the purpose <strong>of</strong> avoid<strong>in</strong>g tax penalties that may be imposed on the taxpayer. This <strong>in</strong>formation is be<strong>in</strong>g used to<br />

support the promotion or market<strong>in</strong>g <strong>of</strong> the plann<strong>in</strong>g strategies discussed here<strong>in</strong>. Harris <strong>myCFO</strong>, LLC and BMO Harris Bank N.A. and<br />

its affiliates do not provide legal advice to clients. You should review your particular circumstances with your <strong>in</strong>dependent legal<br />

and tax advisors.<br />

Harris <strong>myCFO</strong> ® is a brand deliver<strong>in</strong>g services through Harris <strong>myCFO</strong> LLC, an <strong>in</strong>vestment advisor registered with the Securities and Exchange Commission and certa<strong>in</strong> divisions<br />

<strong>of</strong> BMO Harris Bank, N. A. a national bank with trust powers. CTC Consult<strong>in</strong>g is a brand used by Harris <strong>myCFO</strong>, LLC to deliver <strong>in</strong>vestment advisory and consult<strong>in</strong>g services. Harris<br />

<strong>myCFO</strong>, LLC is an <strong>in</strong>vestment advisor registered with the Securities and Exchange Commission. Not all products and services are available <strong>in</strong> every state and/or location.<br />

International <strong>in</strong>vest<strong>in</strong>g, especially <strong>in</strong> emerg<strong>in</strong>g markets, <strong>in</strong>volves special risks, such as currency exchange and share price fluctuations, as well as political and economic risks.<br />

<strong>The</strong>re are risks <strong>in</strong>volved with <strong>in</strong>vest<strong>in</strong>g <strong>in</strong> small cap companies <strong>in</strong>clud<strong>in</strong>g price fluctuations and lower liquidity.<br />

<strong>The</strong> <strong>in</strong>formation and op<strong>in</strong>ions expressed here<strong>in</strong> are obta<strong>in</strong>ed from sources believed to be reliable and up to date, however their accuracy cannot be guaranteed. Op<strong>in</strong>ions<br />

expressed reflect judgment, and completeness cannot be guaranteed. Op<strong>in</strong>ions expressed reflect judgment current as <strong>of</strong> the date <strong>of</strong> this publication and are subject to<br />

change. This presentation is not <strong>in</strong>tended to constitute <strong>in</strong>vestment advice.<br />

©2012 Harris <strong>myCFO</strong> ®<br />

Broader scope. Deeper <strong>in</strong>sights.

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