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Private Markets: Building Better Portfolios with Private Equity, Credit, and Real Estate

  • ITEM SKU
    8490
  • CPE Hours
    8
  • Full Course Price
    $69.50
Exam Questions: 40
Course Level: Basic
Pages: 218 | Content: 186, Supplemental: 32
NASBA Area of Study: Finance
Not Acceptable for: Enrolled Agents
Version: 8490

This course takes a look at the challenges and opportunities with investing in the private markets, including understanding the merits of the asset classes – private equity, private credit, and private real estate – and how to incorporate these versatile and valuable tools into client portfolios. You’ll be able to examine the historical risk and return characteristics of the private markets and explore the benefits of these once elusive investments. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • Defining the Private Markets – Why Now?
  • Democratizing Private Markets
  • Exploring the Merits of Private Equity
  • Private Credit: The Emergence of a New Lender
  • Private Real Estate – Not All Sectors Are Created Equal
  • Secondaries: A Vital Part of the Private Market’s Ecosystem
  • Real Assets – Infrastructure and Natural Resources
  • Asset Allocation and Portfolio Construction
  • Total Portfolio Approach
  • The Future of Wealth Management
  • Macro-Outlook for Private Markets
  • Private Markets Come to Main Street
Objectives
  • To recall the definition of the illiquidity premium
  • To recognize the primary challenge for investors regarding private markets
  • To recall the primary focus of venture capital
  • To recall characteristics of traditional private credit funds
  • To identify the primary source of income for real estate investments
  • To recall the definition of secondaries in the context of private equity funds
  • To recognize the definition of greenfield infrastructure
  • To identify the purpose of a goals-based investing approach
  • To recall the primary focus of a total portfolio approach
  • To identify future trends in private markets
  • To identify the theme that is expected to dominate venture capital in the next decade
  • To identify the three primary personas of advisors engaging with private markets

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.