2025 Sessions

Jun 27, 2025 • 12:00PM ET
Private Credit
2 CE Credits

The Private Credit session will provide an in-depth discussion on how advisors can potentially enhance yields and portfolio diversification utilizing private credit strategies.

Jul 31, 2025 • 12:00PM ET
Private Equity & Venture Capital
2 CE Credits

The Private Equity & Venture Capital session will provide in-depth presentations on key investment considerations for these asset classes. Experts will provide comprehensive reviews of due diligence, risks, benchmarks, liquidity, trends, structures and access.

Aug 28, 2025 • 12:00PM ET
Real Estate
2 CE Credits

The Real Estate session will provide an in-depth discussion on changes in the real estate equity and debt markets, including the outlook for the office, retail, multi-family, and industrial property sectors.

Nov 26, 2025 • 12:00PM ET
Hedge Funds & Digital Assets
2 CE Credits

The Hedge Funds & Digital Assets session will explore modern hedge fund strategies and digital asset investments. Attendees will gain insights into evaluating these complex asset classes, assessing fund risk, key due diligence considerations and portfolio construction strategies.

Now On Demand
Infrastructure
1.5 CE Credits

The Infrastructure session provides an in-depth discussion on how advisors can potentially provide both income and inflation protection.

The Advisor’s Guide

Fuel Your Growth

Sophisticated advisors add alpha to client portfolios with private investments.

The Private Markets Playbook is an advisor’s source for innovative ideas, manager access, strategy education and best practices for due diligence, portfolio integration and client on-boarding.
Methodology

Live Presentations

Portfolio managers, investment officers, directors of research, and professors will guide financial professionals through all areas of private markets.
Sessions

Core Asset Class Presentations

25+ Experts

10+ CE Credits

Register

Sessions are complimentary for financial advisors and will be available live and on demand.

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