Unlock Higher Returns: IWI's New Course on Private Market Investments

Posted by Allison Edmondson, Director of Communications

May 23, 2022 3:00:00 PM

Denver, CO —  May 23, 2022  — The leading professional association for financial professionals, the Investments & Wealth Institute (the Institute) has launched a new, certificate-based, online course on private markets sponsored by Macquarie Asset Management (Macquarie), the asset management division of Macquarie Group. This new, 12-hour course teaches advisors best practices for incorporating private market offerings into their client portfolios. The course, structured as six modules, delivers a comprehensive look at private markets strategies and provides practical guidance on the role they may play in diversified portfolios.
Covering the key private markets strategies of private equity, private credit and real assets, the course offers important insights into product innovation, fund structures, asset allocation approaches, and portfolio construction. Private markets subject-matter experts share their hands-on experience to help program participants increase their understanding of an asset class that has become increasingly available to investors in recent years. By combining high-quality educational content with real-world application from industry-leading experts, this course offers practical, usable information that can add immediate value for financial advisors and their clients.

“The new certificate program is designed for professionals who seek the knowledge, skills and capabilities to pursue superior investment results by including private market investments in their clients' portfolios,” said Sean R. Walters, CAE®, chief executive officer, Investments & Wealth Institute.
While access to private markets investing has historically been limited to institutional investors, product vehicles have evolved offering access to a broader segment of investors. These strategies have historically delivered higher returns, lower volatility and greater diversification to optimize risk adjusted performance.
“We are pleased to partner with the Institute and are committed to providing the advisor community with educational resources to help them incorporate private markets solutions into their practice,” said Mitchell Tanzman, co-head of Wealth Solutions at Macquarie Asset Management. “Private markets investment opportunities are expanding rapidly, and the skillsets outlined in this certificate program are crucial to supporting advisors with tools they need to best serve their clients in this global and competitive marketplace.”
For more information on the course and to register, click here.


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