Ben Lake
CFA® and CFP® financial professional with prior experience working in private investments; guest expert on private equity, private real estate, and private credit who explains how private investments fit into portfolios.
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Feb 13, 2026 • 32min
Private Investments (When & Where They Fit in a Portfolio) with Ben Lake, CFA®, CFP®
Ben Lake, CFA, CFP, a financial professional experienced in private equity, real estate, and credit. He walks through what private equity, private real estate, and private credit are. He explains timelines, liquidity and lockups. He outlines who might qualify and why vetting and tax, liquidity, and planning matter.
