活动摘要

As private markets continue to evolve, understanding the changing global private equity landscape and the factors shaping investment decisions has become increasingly important.


We are pleased to welcome Steve Balaban, CFA, Chief Investment Officer of Mink Capital, who will deliver a Professional Learning seminar on "Global Private Equity: Key Trends & Investor Due Diligence". Mr. Balaban will provide a high-level overview of the global private equity market and share insights into the key trends shaping the asset class.


Key Topics include:

  • The Macro Picture: State of global private equity markets
  • Liquidity & Financing: The rapid expansion of secondaries, continuation vehicles, and private credit
  • Market Evolution: Democratization of private markets and retail access
  • LP Playbook: Critical due diligence questions to ask PE fund managers


We invite you to join this seminar to gain insights into the evolving private equity landscape and key considerations for investors navigating private markets.


近年来,全球私募股权市场持续演变,市场格局与投资环境不断变化,对于投资者而言,理解行业发展的新趋势及其背后的驱动因素,有助于更好地把握私募市场的投资机遇与风险。


本次专业学习讲座,我们有幸邀请到 Mink Capital 首席投资官 Steve Balaban, CFA,围绕全球私募股权市场的发展趋势与投资者尽职调查展开分享。Balaban先生将从全球视角出发,分享对私募股权市场发展及投资者关注重点的观察与见解。


主要议题包括:

  • 宏观视角: 全球私募股权市场现状
  • 流动性与融资: 二级市场、延续基金及私人信贷的快速发展
  • 市场演变: 私募市场投资渠道日益拓宽,零售投资者参与度不断提升
  • LP投资视角: 评估私募股权基金管理人时应重点关注的尽职调查问题


欢迎报名参加,了解全球私募股权市场的最新发展与结构性变化,以及LP在投资决策中关注的关键问题。


*本次讲座将通过Zoom进行线上同步直播,线上参会无须在本页面报名,会议链接将在活动当天发布在会员微信群中,请留意群消息。

演讲嘉宾

  • Steve Balaban, CFA (CIO, Mink Capital)

    Steve Balaban, CFA

    CIO, Mink Capital

    Steve Balaban, CFA是私募股权领域的专业人士,在投资、咨询及教学方面拥有丰富经验。他现任Mink Capital 首席投资官,主要为家族办公室提供私募股权投资方面的投资建议、咨询及教育服务。
    Steve同时担任滑铁卢大学(University of Waterloo)讲师并多次获奖,他在该校开设私募股权、财富管理及国际课程等课程,也是该校历史上唯一一位在同一年同时获得“杰出教学奖”(Distinguished Teaching Award)和“WUSA本科教学卓越奖”(WUSA Excellence in Undergraduate Teaching Award)的讲师。
    Steve是 CFA Institute 私募股权教材内容的编写者之一,曾任CFA Society Toronto理事会成员,目前担任该协会教育咨询委员会成员。

    Steve Balaban, CFA, is a thought leader on private equity with experiences as an investor, advisor and award-winning lecturer. He is the Chief Investment Officer of Mink Capital where he advises, consults and educates family offices on how to invest in private equity. Due to the rising demand from family offices, financial institutions and service providers in private equity, he launched Mink Learning, a private equity education company that offers videos, resources and training to make the complex world of private equity simple.

    Steve is also an award-winning lecturer at the University of Waterloo where he has created new courses on private equity, wealth management and the international course, a course that takes students to different areas of the world each year. His approach to education is unique as he uses innovative technologies and experiential teaching methods to explain concepts to his students. His passion for teaching resulted in being the only lecturer in the history of the University of Waterloo to win both the Distinguished Teaching Award (Steve Balaban – Distinguished Teaching Award) and the WUSA Excellence in Undergraduate Teaching Award in the same year.

    In an effort to educate his students and the general public about private equity, Steve launched a one-of-a-kind Private Equity YouTube Channel to make the complex world of private equity simple. This channel has received over 1,500,000 views and counting: Steve Balaban – Private Equity YouTube Channel.

    Steve is also a contributing author on the subject of private equity for the CFA Institute, he served on the Board of Directors for the CFA Society Toronto and currently serves on the Education Advisory Committee for the CFA Society Toronto.

    Prior to Mink Capital and the University of Waterloo, Steve worked at Dunkley Capital where he invested in private equity, including a consolidation of billboard companies throughout Canada where he served as President of Stellar Outdoor Advertising.

    Steve received a Bachelor of Mathematics from the University of Waterloo, where he graduated on the Dean’s List, and received an Honours Bachelor of Business Administration from Wilfrid Laurier University. He has also earned his Chartered Financial Analyst (CFA) designation.

    Steve has extensive international experience. He has worked, studied and visited over 85 countries in every continent in the world.

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活动详情

【日期】:2026年10月30日(星期五)


【时间】:19:00 – 20:30


【PL Credits】:1.5


【语言】:英文


【线下地点】:陆家嘴国际会计中心,上海市浦东新区陆家嘴环路479号上海中心大厦23层2303室多功能厅


【线上参会】:线上参会无须在本页面报名,会议链接将在活动当天发布在会员微信群中,请留意群消息

活动须知

  1. 此次活动线下参会需提前报名,不接受现场空降;门票仅限本人使用,不得转让,不能带同行人入场;
  2. 如需取消线下参会报名,请发送邮件至info@shanghai.cfasociety.org或微信(微信号:CFAshanghai,仅限本会会员添加,添加时请备注CFA ID及姓名),及时告知本会工作人员,以便释放参会名额;无故缺席将影响您在本会参与活动的诚信度;
  3. 此次活动将通过Zoom会议线上同步直播,线上参会无须在本页面报名,会议链接将在活动当天发布在会员微信群中,请留意群消息;
  4. 线上接入无需登录或注册Zoom账户,建议提前下载Zoom应用(https://zoom.us/zh-cn/download),会议将设置等候室,接入后请耐心等待会议开始;
  5. 本协会已采取合理必要措施,对活动尽到安全保障义务。凡报名参加者均视为具有完全民事行为能力,完全理解并同意接受条款内容,如在活动中发生任何人身损害后果,本协会及所属工作人员均不承担法律和经济责任;
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  7. 一旦您完成报名,即代表您已阅读并同意以上条款;
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场地

陆家嘴国际会计中心

中国上海市上海市浦东新区陆家嘴金融贸易区陆家嘴环路479号,上海中心大厦23层 2303室多功能厅

如果您有任何问题,请您联系CFA Society Shanghai

联系主办方

+86 51167150

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