The MD Platinum™ Global Private Equity 2023 Trust is no longer accepting subscribers.
Exclusive offering for today’s physician investor
As markets shift, so do we — designing and delivering new investment products to help our clients keep reaching their financial goals. Investing in private equity can counter market shifts and help navigate fluctuating market conditions. These investments, geared toward longer-term horizons, may enhance, diversify and strengthen portfolios — reducing volatility and targeting returns above public market equivalents.
Potential for strong long-term performance and diversification
The MD Platinum™ Global Private Equity 2023 Trust is offered exclusively to physicians and their families to help them meet their financial goals and to help give them financial peace of mind. Take advantage of this opportunity by October 31, 2023.
Offers non-traditional investment strategies usually reserved for institutional investors
Access to a world of privately held companies to diversify and strengthen portfolios
Low minimum investment for access to institutional-level private equity investment strategies (US$25,000 minimum)
Partnering with world-class private equity managers who bring extensive knowledge of institutional-level private equity
What if you could use private equity to transform your investment strategy? Watch the video.
See the full MD Platinum™ disclaimer associated with this offering
Learn more about our new private equity offering
MD Platinum™ has previously launched successful private assets, with this latest product being the fourth solution and second private equity offering since 2018.
The MD Platinum™ Global Private Equity 2023 Trust will include a variety of investment types — including primary and secondary private equity funds — and direct co-investment opportunities. Capital investments may be used in funding start-ups or in growing and improving existing businesses by acquiring mature companies and turning around distressed situations.
MD is proud to offer this opportunity for physicians and their families to take advantage of sophisticated, non-traditional investment strategies that have the potential to grow their wealth over the long term.
Additional Resources
Missed the live event? Watch the webinar replay
Transform your investment strategy with MD Platinum™’s Global Private Equity 2023 Trust.
Discover how going beyond traditional asset classes can provide an exciting opportunity to potentially enhance your investment portfolio and target returns above public market equivalents.
Watch replay
Private equity investing update: Why it makes sense right now
Belgacem Ghazi, Senior Portfolio Analyst of 1832 Asset Management L.P., explains the opportunity in private equity investing in today’s low-growth, high-inflation environment.
Read blog
What is private equity? | Private equity FAQ
Learn about private equity and how it differs from public equity, the characteristics of private equity investments, and more.
Read article
Episode 29: Private equity spotlight – Portfolio benefits and more
We review private equity basics, how the asset class has been impacted by recent events, MD’s private equity offerings and more.
Listen nowPreviously offered MD Platinum™ pools
These offerings are no longer accepting subscribers.
Bond-like stability. Equity-like returns.
The MD Private Investment Counsel (MDPIC) MD Platinum™ Global Private Credit Pool is an exclusive, institutional-quality investment solution that provides the potential for increased returns with the stability of fixed income.
MD Platinum™ Global Real Estate Pool is the first physician-focused investment solution in Canada from the BentallGreenOak Strategic capital Partners LLC (“BGO SCP”). It is a sophisticated, institutional-grade global private real estate investment opportunity from world-class investment managers that has the potential to diversify your portfolio, mitigate risk and increase your wealth over the long term.
The MD Platinum Global Private Equity Pool, our initial offering, provides existing MD Platinum account clients with exposure to companies that are not publicly owned, quoted or traded on a stock exchange through the expertise and leadership of BlackRock®, Inc.
With the introduction of MD Platinum, MD Financial Management brought institutional-level private equity investment strategies to Canadian retail discretionary investment accounts.
The information contained herein provides key information about the respective MD Platinum™ investments and is not intended to be taken by, and should not be taken by, any individual recipient as investment advice, a recommendation to buy, hold, or sell any security, or an offer to sell or a solicitation of offers to purchase any security. The Platinum investments described in this document are subject to additional terms and conditions set out in the Platinum investments’ operative agreements and regulatory suitability requirements as considered by your Portfolio Manager, MD Private Investment Counsel, an operating division of MD Financial Management Inc. The Platinum investments’ operative agreements will also set out additional information about the investment objective, terms and conditions of such funds, tax information and risk disclosure that are material terms regarding a fund. Any investment in a Platinum investment would be speculative and would involve significant risks. The information and strategies presented here are not suitable for U.S. persons (citizens, residents or green card holders) or non-residents of Canada, or for situations involving such individuals. Employees of the MD Group of Companies are not authorized to make any determination of a client’s U.S. status or tax filing obligations, whether foreign or domestic. The Platinum investments are intended for individuals that have a discretionary managed account with MD Private Investment Counsel.
No guarantee or representation is made that any MD Platinum investment will achieve its investment objective. In addition, there are risks associated with investing in the MD Platinum investments that are not applicable to typical investments in the public equity markets. These risks include, but are not limited to, the following: private equity investments are speculative and involve a high degree of risk; an investor could lose all or a substantial amount of his or her investment; interests in private equity investments are illiquid and there is no secondary market nor is one expected to develop for interests in such investments; there are significant restrictions on transferring private equity investments; private equity investments experience volatile performance; private equity funds are often concentrated and lack diversification and regulatory oversight.
Certain information contained herein constitutes “forward-looking statements.” Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. As a result, no reliance should be put on such forward-looking statements. No representation or warranty is made as to future performance based on such forward-looking statements. MD Platinum investments are intended for discretionary managed account clients of MD Private Investment Counsel, a division of MD Financial Management Inc. All fees and expenses associated with and applicable to the MD Platinum investments may be higher than fees and expenses in public security funds.
MD Platinum™ is a trademark of The Bank of Nova Scotia, used under licence.