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: 2 hours of CE credit
This 100-minute live/webinar/recorded class provides a deep dive into the core rationales for investing in private markets; the major private markets asset classes, styles, and sub-styles; and why manager, product structure, and asset class choices are so critical. This course amplifies and updates material covered in Foundation videos 1 through 9.
Private Markets 201: 2 hours of CE credit
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 301: 2 hours of CE credit
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.