Inviting You Inside the Private Markets:
Invest Alongside the World’s Largest Institutions
Did you know that there are 10 times more private companies than publicly traded companies? Or that the value of private U.S. companies has increased nearly 700% over the past 20 years, while the value of public companies has only increased 250%? That’s why the largest and most sophisticated institutions in the world maintain significant allocations to the private markets. But how do you provide these same opportunities to your clients?
In this educational one-hour webinar, learn how allocating to the private markets can potentially enhance returns, lower volatility and achieve diversification outside of the public markets.
- The investment opportunity that exists in the private markets
- A comprehensive approach to access the private markets
- A financial advisor’s perspective on integrating a core private markets holding into his portfolio
Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Neil MenardPresident of Distribution
Advus Financial Partners