Private Markets
Practitioner Courses
Fundamentals
Private Markets 101: 1 hour of CE credit—Fundamental Videos 1-11
This 50 minute class features a series of 3-4 minute animated videos that cover the fundamental reasons to consider private market exposures to traditional portfolios; provide a review of the major asset classes and how they work; and offer some fundamental considerations that advisors should bear in mind as they evaluate related opportunities.
Private Markets 102: 1 hour of CE credit—Fundamental Videos 12-24
This 50-minute class features a series of 3-4 minute animated videos that cover the major private markets investment structures and product types, with significant attention to their differences and typical fees and costs; provide an introduction to portfolio construction issues; and introduce advisors to basic illiquidity budgeting and due diligence principles.
Deeper Dives
Private Markets 201: 1 hour of CE credit
This 50-minute live/webinar/recorded class provides a deep dive into the core rationales for investing in private markets, including a discussion of private equity focused on buyouts and introduction to venture. This course amplifies and updates material covered in Foundation videos 1 through 4.
Private Markets 202: 1 hour of CE credit
This 50-minute live/webinar/recorded class provides a deeper dive into venture capital, private credit, and private infrastructure, concluding with lessons from institutional allocators, such as why manager and product structure choices are so critical. This course amplifies and updates material covered in Foundation videos 5 through 9.
Private Markets 301: 2 hours of CE credit
This 100-minute live/webinar/recorded class provides a deep dive into the structures through which individuals typically invest into private markets asset classes; the comparative benefits and drawbacks of each; and how to understand and contextualize the different levels of fees and expenses they commonly entail. Students will also learn about co-investments and secondaries. This course amplifies and updates material covered in Foundation videos 10 through 20.
Private Markets 401: 2 hours of CE credit
This 100-minute live/webinar/recorded class provides a deep dive into a range of portfolio construction and planning considerations for private markets investments, including diversification and pacing; integration with liquid positions; illiquidity budgeting over time; and due diligence processes. This course amplifies and updates material covered in Foundation videos 21 through 24.