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Private Market Exposures for HNW Clients

Format: On-Demand Recording
Track: Investments
Premier CE: 1.5 credits for CIMA®, CPWA®, and RMA® certifications
CFP CE: No
Cost: $60, or complimentary with Signature or Elite benefits

Tune into Bob Rice as he addresses the differences between styles of private equity and their return/risk characteristics, key considerations in manager selection and diligence, and how registered and unregistered product structures impact deployment.

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® 

  • 1.5 hours 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

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Private Market Exposures for HNW Clients


As new products make PE available to a much broader range of your clients, the question remains: which styles of PE are best suited for today's environment? Mega-cap LBOs, mid-market buyouts, growth equity, mezzanine, and venture all display different return and risk characteristics, and their underlying structures respond differently to various economic scenarios. How do you choose, and how do you implement those choices across the client base?

Bob Rice, senior advisor to Macquarie Investment Management, will address key learning objectives, including the differences between styles of private equity and their return/risk characteristics; key considerations in manager selection and diligence; and how registered and unregistered product structures impact deployment.

Note: This recording is alternatively available as part of a bundled package Investment Portfolios for HNW Clients On-Demand.
 


Featured Speaker

Bob Rice

Bob Rice
Senior Advisor, Macquarie Investment Management


Bob Rice, “the advisor’s advisor” is a passionate advocate for investment professionals. He demonstrates why, and by how much, they can improve financial outcomes for clients through portfolio construction and product selection, and explains the new investment options that advisors can deploy to retain and attract high net worth clients.

Bob also coaches organizations within and beyond the financial services industry on navigating their businesses through periods of change. He has explained these topics for years through his lectures and webinars, regular television spots, articles, and books, such as the bestselling Three Moves Ahead and The Alternative Answer.

In addition to serving as senior advisor to Macquarie Investment Management, Bob is the managing partner of Tangent Capital, a boutique investment bank and consultancy. He is also a senior advisor to Wilshire Associates, and a board member of Nasdaq Private Markets and of the investment advisor to the Value Line Funds. He serves on the editorial board of the Investments & Wealth Monitor.

Bob’s unique insights derive from an exceptionally diverse career. After serving as a trial attorney at the US Department of Justice, he became a partner at the international law firm Milbank Tweed, where he focused on financial product development, tax,
and ERISA matters. He then launched a technology startup that became the public company Viewpoint, of which he was the CEO. Along the way, he was also the commissioner of the worldwide Professional Chess Association.