Private Equity & Venture Capital - Private Markets Playbook

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Accepted for 2 CFP / IWI / CFA CE Credits

July 31, 2025 • 12PM – 2PM ET

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. Speakers will cover:

Understanding the lifecycle of a private company and capital structures
Opportunities and trends in venture and private equity
Portfolio construction considerations

For technical support or questions on CE credits, email or call us at 704.540.2657.