An investment firm that partners with clients to help them achieve their investment goals.

For the first presentation of the day at the Southeast RIA Summit, David B. Perkins, CAIA, Chief Executive Officer and Co-Founder of Hatteras Investment Partners took the stage to review the difference between a private equity investment and a private equity program.

#PortfolioSummits #privateequityinvestment #privateequityprogram

David B. Perkins, CAIA has served as Chief Executive Officer of Hatteras Investment Partners since Co-Founding the Firm in September of 2003. He is responsible for driving the overall strategic vision and culture of our Firm. David has more than three decades of investment management experience and a notable history of building, operating and leading innovation-focused firms.

As the Co-Founder of Hatteras Investment Partners, David’s vision was to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status quo to find ways to improve the Advisor-Investor relationship by creating performance-focused private investment solutions to help Advisors build better portfolios.Prior to Co-Founding Hatteras in 1997, David Co-Founded CAPTRUST, one of the largest Registered Investment Advisor firm in America with $630 Billion Assets Under Advisement currently (as of January 2023). Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST. 

David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004.

Listen to David’s 9:50 AM presentation, “Understanding IRR, MOIC, and ROR” on November 28th in Atlanta at the Southeast RIA Summit.

Click here to learn more about Hatteras Investment Partners: https://lnkd.in/e7ep_eHa

There’s 3 weeks left to register, here: https://lnkd.in/eE8Gzbif

David B. Perkins, CAIA, the Chief Executive Officer and Co-Founder of Hatteras Investment Partners, was set to deliver his presentation "Gaining Insight into IRR, MOIC, and ROR". This session delved into distinguishing features between a private equity investment and a private equity program.
 
#PortfolioSummits #IRR #MOIC #ROR

In our first presentation of the day, “Understanding IRR, MOIC, and ROR”, David B. Perkins, CAIA, CAIA, Chief Executive Officer and Co-Founder at Hatteras Investment Partners, reviewed the difference between a private equity investment and a private equity program. 

#PortfolioSummits #DallasTX #privateequity

David B. Perkins, CAIA has served as Chief Executive Officer of Hatteras Investment Partners since Co-Founding the Firm in September of 2003. He is responsible for driving the overall strategic vision and culture of our Firm. David has more than three decades of investment management experience and a notable history of building, operating and leading innovation-focused firms.

As the Co-Founder of Hatteras Investment Partners, David’s vision was to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status quo to find ways to improve the Advisor-Investor relationship by creating performance-focused private investment solutions to help Advisors build better portfolios.

Prior to Co-Founding Hatteras in 1997, David Co-Founded CAPTRUST, one of the largest Registered Investment Advisor firm in America with $630 Billion Assets Under Advisement currently (as of January 2023). Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST. David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004.

Listen to David’s 9:50 AM presentation, “Understanding IRR, MOIC, and ROR” on September 28th in Denver at the Colorado RIA Summit.

Click here to learn more about Hatteras Investment Partners: https://lnkd.in/e7ep_eHa

There’s 1 week left to register, here: https://bit.ly/3rcy6Y2U

On September 28th in Denver, Colorado at the Colorado RIA Summit, panelists will kick off the morning by answering the following question: 
How are RIAs positioning, managing risk and growing clients portfolios in domestic and global markets?

Moderator Ryan P. Tracy, CFP® Senior Vice President of Marquette Associates is joined by Steven P. Fraley, CFA, MBA, Principal & Director of Innovest Portfolio Solutions to discuss current market trends and how you can take advantage of opportunities to best serve your clients.

Following this introductory discussion, David B. Perkins, CAIA, Chief Executive Officer & Co-Founder of Hatteras Investment Partners will be presenting: Understanding IRR, MOIC, and ROR. This presentation will review the difference between a private equity investment and a private equity program.

Do not miss out on this insightful morning.

Claim your complimentary registration before it is too late: https://bit.ly/3rcy6Y2

#PortfolioSummits #Colorado #RIA

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