Advance Your Private Markets Expertise

This program examines the evolution, structure, and growing adoption of alternative investments, with a focus on private markets. 

The session defines alternative investments and outlines the primary private market asset classes—private equity, private credit, infrastructure, and private real estate. It explores historical growth in private market assets under management, regulatory developments expanding investor access, and key factors in alternative investment manager selection.

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CE details:

Program Length: 60 minutes

Learning Objectives: 

• Define alternative investments and distinguish them from traditional asset classes such as stocks, bonds, and cash.

• Identify and describe the core private market asset classes—private equity, private credit, infrastructure, and private real estate—including their primary objectives (growth, income generation, diversification, inflation protection, and risk mitigation).

• Evaluate key considerations when incorporating alternatives into client portfolios, including liquidity, time horizon, risk tolerance, operational complexity, fees, and client suitability.

• Assess the importance of manager selection in private markets, including performance dispersion, track record across market cycles, expertise, scale, and platform capabilities.

• Summarize regulatory and market developments that have expanded access to private markets for individual investors.

CFP Board Program Category: Investment Planning

This educational program provides a comprehensive overview of private market investing, including private real estate, private infrastructure, and private equity. Participants will examine how these alternative asset classes may offer income generation, long-term growth potential, inflation protection, diversification, and potentially lower volatility compared with traditional public markets. The course explores the role of private real estate in portfolio construction, the essential-service characteristics and long-term revenue potential of infrastructure, and private equity’s focus on operational improvement, value creation, and manager selection. By understanding these private market strategies, investors can access differentiated return drivers and build more resilient portfolios across market cycles.

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CE details:

Panelists: Howard Marks, Alper Daglioglu

Program Length: 55 minutes

Learning Objectives:

• Differentiate between investment grade and non-investment grade credit.

• Describe the historical growth of the private credit market, including post-GFC regulatory impacts.

• Explain the structural features of private credit.

• Identify key underwriting considerations in private credit, including credit risk, deal structure, and pricing.

• Describe the mechanics, structural protections, and diversification characteristics of Asset-Backed Finance (ABF).

CFP Board Program Category: Investment Planning 

This educational program provides a comprehensive overview of private market investing, including private real estate, private infrastructure, and private equity. Participants will examine how these alternative asset classes may offer income generation, long-term growth potential, inflation protection, diversification, and potentially lower volatility compared with traditional public markets. The course explores the role of private real estate in portfolio construction, the essential-service characteristics and long-term revenue potential of infrastructure, and private equity’s focus on operational improvement, value creation, and manager selection. By understanding these private market strategies, investors can access differentiated return drivers and build more resilient portfolios across market cycles.

Register Now

CE details:

Program Length: 55 minutes

Learning Objectives:

• Describe the key characteristics of private real estate, private infrastructure, and private equity investments, including how they differ from publicly traded asset classes.

• Explain how private market investments may contribute to portfolio diversification, income generation, inflation protection, and improved risk-adjusted returns.

• Identify the primary investment structures and strategies used within private markets, including private REITs, infrastructure equity and debt strategies, venture capital, buyouts, growth equity, and evergreen versus drawdown fund structures.

• Analyze the risks and considerations associated with private market investing, including liquidity constraints, manager selection, investment horizon, and operational complexity.

• Evaluate how long-term economic trends—including inflation, artificial intelligence, digitalization, decarbonization, and deglobalization—may influence private market investment opportunities and portfolio construction decisions.

CFP Board Program Category: Investment Planning