Continuing education webinars

1.0 CE Credit | CFP, IWI

As traditional lenders pull back from commercial real estate lending, private investors are stepping in to offer financing. We examine how macro forces like higher interest rates, sustained but slower economic growth, the near-term potential for the Fed to finally begin cutting rates and bank deleveraging are amplifying potential opportunity for lenders who “become the bank” through funds like private credit REITs.

1.0 CE Credit  |  CFP, CIMA, CPWA, RMA

Three experts cover why investors might want to allocate to private equity in today’s environment, the explosive growth of private equity evergreen funds, and how wealth management clients should think about investing in private equity compared to institutions. They also explore the wide array of private equity funds to choose from and some of the benefits and drawbacks of each approach.

1.0 CE Credit | CFP, CIMA, CPWA, RMA

The private credit asset class has grown from a niche corner of institutional investor portfolios to a multitrillion dollar market accessed by a wide variety of investors. Private credit’s impressive growth has been driven by broad private asset growth, a restrained banking sector and healthy demand for financing. We discuss the growth and opportunities spanning the private credit market.

1.5 CE Credits  |  CFP, CIMA, CPWA, RMA

As concentration risk in public equity markets continues to rise and valuations remain elevated, investors will likely need to look outside of public markets to meet investment goals. Join us as we discuss the economy and alternative ways to navigate markets and the rich opportunity set in U.S. middle market private equity.

1.0 CE Credits  |  CFP, CIMA, CPWA, RMA

With headwinds gathering, investors need new solutions for income, growth and diversification. We discuss alternative strategies that may help achieve these goals.

1.0 CE Credits  |  CFP, CIMA, CPWA, RMA

Private equity represents a growing opportunity set. Explore the fundamentals, strategies and areas within PE that look particularly attractive in today’s economy.

1.0 CE Credits  |  CFP, CIMA, CPWA, RMA

We discuss the alternative investment strategies that may help investors reach their goals—and the trends shaping the opportunity set for alternatives.