A product-ization wave, based on major legal and market structure developments, has made private equity much more suitable and accessible for individual clients. Advisors who are fluent in the subject matter can add significant value to their clients' portfolios and their own practices.
A product-ization wave, based on major legal and market structure developments, has made private equity much more suitable and accessible for individual clients. Advisors who are fluent in the subject matter can add significant value to their clients' portfolios and their own practices. In this three-part recorded series, learn why the asset class generally outperforms public market benchmarks and whether it will continue to do so, dive into the competing products and how new market-based liquidity platforms and auction funds can solve the biggest hurdles faced by investors, and consider a straight-forward framework for folding private investments into existing holdings.
Included Content:
-Private Investments: New Ammunition for HNW Portoflios | 1 CE credit
-Private Equity: The Product-zation Revolution | 1 CE credit
-Solving for Illiquidity in Client Portfolios: How Asset Allocation & Secondary Markets Play a Role | 1 CE credit
Speaker:
Bob Rice, Tangent Capital Partners, LLC
Continuing Education (CE) Credit:
-3 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
-Learners must watch each presentation for the 50-minute minimum; credit is awarded at one time, upon completion of the full program
-Credit is automatically uploaded to your certification record but can take up to 24 hours to be reflected
Expiration:
This program is available for online viewing for one year from the date purchased.
Special Thanks:
Please join us in offering our thanks to our presenting sponsor, Nasdaq, as well as our supporting sponsors SEI, Mercury Capital Advisors, and Delaware Funds by Macquarie.