Greetings OREIO members! We are very excited to introduce you to Edmund Chien, a top level exempt market dealer! Edmund will be discussing the fundamentals of the exempt market.
Exempt Market Dealings : What is it? Raising capital, what does that look like? You must know how to properly complete your due diligence, protect yourself and your investors.
Come learn from the best!
Edmund Chien is a seasoned advisor and operator working at the intersection of Family Offices, private equity real estate, licensed wealth management, and advanced case life insurance planning.
His work focuses on helping ultra-high-net-worth families and Family Offices design durable governance structures, evaluate complex private market opportunities, and deploy capital with a multi-generational lens.
Edmund brings over a decade of senior private equity experience, having served as a Senior Partner and Director of Investor Relations of a private equity firm. He was also a licensed Bay Street Investment Advisor with BMO Nesbitt Burns and an estate focused Investment Advisor with Sun Life Financial.
His unique perspective is especially informed by working with families navigating scale, where issues of governance, credibility, and capital efficiency become as important as returns.
He is a trusted voice with both principals and next-generation leaders, Edmund speaks regularly on family office strategy, behavioural finance, investor relations, and private equity capital raising.
www.linkedin.com/in/edmundchien Instagram @edmund.chien
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