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Alternative Yield from Private Credit

Format: On-Demand Recording
Track: Wealth
Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications
CFP CE: No
Cost: $60, or complimentary with Signature or Elite benefits 

Compelling to its core, alternative yield is an excellent option for income-oriented investors. 

Read the full description below.


REGISTRATION & FEES (USD)
$60
 



This product is eligible to be claimed with a Signature benefits package

This product is eligible to be claimed with an Elite benefits package

CONTINUING EDUCATION

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)
EXPIRATION

One year from the date purchased

ACCESS INSTRUCTIONS

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.

Alternative Yield from Private Credit


Compelling to its core, alternative yield is an excellent option for income-oriented investors. Globally, yield is in high demand but has become increasingly risky to obtain. In alternative yield, investors can access a set of differentiated strategies that provide the dual utility of attractive risk-adjusted return and enhanced portfolio risk management.


Featured Speakers


Neil Siegel

Neil Siegel
Global Head of Marketing and Product, Macquarie Investment Management


Neil S. Siegel is global head of marketing and product. He joined Macquarie Investment Management (MIM) in November 2015 as chief marketing and product officer. Prior to joining the firm, Siegel worked for Neuberger Berman/Lehman Brothers from 2004 to 2015 as a managing director, and most recently as the firm’s global chief marketing officer. Before that, he worked at Morgan Stanley for 11 years in various leadership positions, including head of institutional and intermediary marketing for Morgan Stanley Investment Management in London and New York. He received a bachelor’s degree in marketing, with a minor in economics, from the University of Massachusetts Amherst and an MBA with a concentration in finance from the Fordham Graduate School of Business.


Mark Perry

Mark Perry
Managing Director, Wilshire


Mark Perry serves on WPM’s Management Committee and its Investment Committee. He is responsible for sourcing, performing due diligence on and monitoring investments across private markets sectors within the U.S. and Canada. Prior to joining Wilshire, Mark was a Vice President at Centinela Capital Partners. He obtained his Bachelor of Science in Electrical Engineering and Master of Business Administration in Finance from the University of California, Los Angeles, and his MS in Electrical Engineering from Stanford University. Mr. Perry joined Wilshire in 2012.