beyond MD with Dr. Yatin Chadha

beyond MD bridges the gap between medical training and financial literacy.

Led by mid-career Canadian radiologist, Yatin Chadha, beyond MD empowers practicing physicians, medical trainees, and other professionals to build confidence and clarity around money.

Episodes feature interviews with subject experts to help listeners gain knowledge around topics like professional corporations, investing, insurance, pensions, real estate, trusts, and estate planning.

Yatin also frequently interviews his own colleagues to shed light on valuable life and money lessons learned over time.

Tune in to beyond MD (episodes are bi-weekly) to build your financial acumen and live your best life today.

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beyond MD with Dr. Yatin Chadha

Introduction to Private Equity

September 21, 2021 • Yatin Chadha • Season 1 • Episode 17

Yatin Chadha hosts Ron Haik, MBA, CFP, CIM, TEP, senior financial advisor at Nicola wealth.

This is the second episode on alternative investments, this time focusing on private equity.

Yatin and Ron discuss:

What is private Equity (PE)? (4:40)

Differences between investing in PE & public markets (5:08)

Various (Nicola Wealth) funds (9:00)

Leveraged buy outs (11:45)

Credentials of (Nicola Wealth) fund managers (12:43)

Evergreen structure (14:55)

Understanding returns (16:53)

Potential returns vs stocks (21:50)

Downside protection? (23:45)

PE investment time horizon (25:30)

How companies are evaluated (26:40)

PE investment example (28:04)

Risk/what can go wrong (30:23)

General advice (31:40)

Questions for PE firms (33:23)