New Ammo for the Affluent: Next Generation Private Securities On-Demand

New Ammo for the Affluent: Next Generation Private Securities On-Demand

Explore how private equity can add significant value to your client portfolios and your practice with this three-part recorded webcast series.

Included Sessions

Private Investments: New Ammunition for HNW Portfolios
Speaker | Bob Rice, Tangent Capital Partners, LLC

The largest unmet investment demand among affluent investors is for private equity, says a new USTrust study. Advisors who are fluent in the subject matter can, therefore, add significant value to their clients' portfolios and their own practices. Join Bob Rice as he explains why the asset class generally outperforms public market benchmarks, whether it will continue to do so, and how access for high-net-worth (HNW) individuals has evolved over time.

Private Equity: The Product-ization Revolution
Speaker | Bob Rice, Tangent Capital Partners, LLC

A product-ization wave, based on major legal and market structure developments, has made private equity much more suitable and accessible for individual clients. Join Bob Rice as he does a deep dive on all the competing products, from interval funds to private business development companies, and explains how new market-based liquidity platforms and auction funds can solve the biggest hurdles faced by investors seeking exposure to private investments. 

Solving for Illiquidity in Client Portfolios: How Asset Allocation & Secondary Markets Play a Role
Speaker | Bob Rice, Tangent Capital Partners, LLC

Where and how do private investments fit into an individual's portfolio? Bob Rice provides a simple and straightforward framework for folding private investments into existing holdings, taking special account of the exact risk and return characteristics of each private equity sub-class, and the costs and liquidity characteristics of various new product structures.
 

Registration & Fees (USD)

  • $195 Member
  • $395 Join & Learn
Register
 

Continuing Education

Learners must watch each presentation in its entirety to receive continuing education (CE) credit. Credit is awarded one-time upon successful completion of the full program. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 3 hours of CE credit for CIMA®, CPWA®, and RMA® certifications 
  • Automatically uploaded to your certification record upon completion of the full program but can take up to 24 hours to be reflected

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 below:
 
  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click on 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.

 

Special Thanks

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