In our recent Hardman Talks interview Dr Brian Moretta discusses his TES white paper: how much should clients invest in venture capital? Larissa and Brian cover the highlights of the note, touching on the effect of adding venture capital to equity or bond portfolios for retail investors, the holistic asset allocation approach and the tax relief benefits affecting risk and return.
As a grey area for advisors, understanding venture capital and finding a place for it in their clients’ portfolios has become a key problem area in the industry. Brian shares his views on this issue, alongside feedback from the market.
