Private Markets for Advisors

Format: Certificate Program
Track: Investments
Premier CE: 12 credits for CIMA®, CPWA®, and RMA® certifications
CFP CE: 12 credits
Cost: $595, or discounted with Signature or Elite benefits

This assessment-based certificate program provides advisors with the knowledge, skills, and capabilities to enhance portfolio-return potential through private market exposure. This course is designed for professionals who wish to learn institutional-quality best practices to implement alternative strategies into their practice.

Read the full description below.

REGISTRATION & FEES (USD)
$595
$446.25 with Signature benefits
$357 with Elite benefits

 

Register

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® 

CFP Board

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.


Private Markets for Advisors


This assessment-based certificate program provides advisors with the knowledge, skills, and capabilities to enhance portfolio-return potential through private market exposure. This course is designed for professionals who wish to learn valuable best practices to implement alternative strategies into their practice.

Learn how to implement private market strategies across client portfolios. The course will break down the various strategies and provide guidance on the role of private market investments in diversified portfolios. Developed by the Investments & Wealth Institute, sponsored by Macquarie Asset Management, the curriculum is a combination of Ivy League-quality with practical application.

Included Content:
This course is segmented into the following learning modules:
  • Introduction to Private Markets
  • Private Equity
  • Private Credit
  • Private Real Assets
  • Structural Evolution
  • Asset Allocation & Portfolio Construction
  • Summary

 

 


Sponsored by:

           
           Macquarie Asset Management

Macquarie
 

        VIEW COMPLETE TOPIC LIST                 DEMO COURSE          

Course Contributors




  Bob Rice,
  Senior Advisor, Macquarie Asset Management





Lead Contributing Expert Bob Rice is a senior advisor to Macquarie Asset Management and Wilshire as well as the managing partner of Tangent Capital, an investment bank specializing in private securities. By focusing on being “an advisor’s advisor,” he advocates for advisors, provides them with market insights, makes the case for their value proposition, and helps them access new tools—such as new private market investment products—that can differentiate their practices. Rice credits his insights to a diverse career that has included work as a trial lawyer at the U.S. Department of Justice, a tax and ERISA partner at Milbank, a technology entrepreneur, a public tech company CEO, and the on-air alternatives editor at Bloomberg Television. He is also the author of Three Moves Ahead and The Alternative Answer. Rice has served as the commissioner of the Professional Chess Association. He is a board member at Nasdaq Fund Secondaries and a director overseeing investments at Value Line Funds and the Florida State University (FSU) endowment. Rice also is an adjunct law professor at FSU, where he teaches investment management courses.


  Bill Bracamontes
  Managing Director, Wilshire
 



Bill Bracamontes is a managing director for Wilshire, where he monitors existing private markets investments and analyzes new private markets opportunities in the United States for primary and secondary partnership investments as well as direct co-investments. He joined Wilshire in 2007 and serves on Wilshire’s private markets investment committee and its private markets manager research committee. He is also a member of Wilshire’s ESG and Diversity Committee (“ESGDC”). He earned a BA in economics from Stanford University.



  Tony Davidow, CIMA®
  President and Founder, T. Davidow Consulting, LLC





Anthony B. Davidow (Tony) is president and founder of T. Davidow Consulting, LLC, an independent advisory firm focused on challenges facing the financial services industry. He has held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments, IndexIQ, and others. He earned a BBA degree in finance and investments from Bernard M. Baruch College as well as the Certified Investment Management Analyst® (CIMA®) designation. He has served on the board of directors of the Investments & Wealth Institute and is editorial advisory board chair of Investments & Wealth Monitor. Davidow is author of Goals-based Investing: A Visionary Framework for Wealth Management, (McGraw-Hill), published in December 2021.
 


  Chris Geczy, PhD
  Professor, The Wharton School of the University of Pennsylvania
 



Chris Geczy has been on the Finance Department faculty at The Wharton School of the University of Pennsylvania since 1997. He is academic director of the Jacobs Levy Equity Management Center for Quantitative Financial Research as well as the Wharton Wealth Management Initiative. He earned a BA in economics from the University of Pennsylvania and a PhD in finance and econometrics from The University of Chicago. His research interests include multifactor models, wealth management, risk management, asset allocation, managed funds, and private equity. He has been awarded numerous teaching awards and his research has been published widely in the academic and popular financial press.



  Stephen Horan
  Associate Professor of Finance, University of North Carolina Wilmington
 




Stephen M. Horan (Steve) is senior strategic advisor for Investments & Wealth Institute and an associate professor of finance at University of North Carolina Wilmington. He was previously managing director of the Americas region at CFA Institute. He has served as an expert witness in securities litigation, a forensic economist in private practice preparing economic impact studies, a principal of a financial advisory firm, a financial analyst, and as a buy-side account manager and sell-side stockbroker. His research interests include wealth management, tax efficient investing, and derivatives. Horan has received numerous research grants and awards, including the 2012 Graham and Dodd Readers’ Choice Award, and his research has been profiled in leading publications. He has authored or co-authored several books, including Strategic Value Investing and The New Wealth Management: A Financial Advisers Guide to Managing and Investing Client Assets. Horan holds a PhD in finance at the State University of New York at Buffalo and a BBA in finance at St. Bonaventure University. He earned the CFA charter in 1993, the CIPM designation in 2011, and the CAIA designation in 2018.



  Milissa Hutchinson
  Wealth Solutions–Client Solutions Group, Macquarie Asset Management



Milissa Hutchinson is a member of the Wealth Solutions–Client Solutions Group team at Macquarie Asset Management, where she focuses on the build-out of distribution efforts and partner relationships for the Wealth Solutions business. Previously, she was a channel head for the firm’s strategic relationship management group, where she was responsible for partner relationships in the wirehouse channel. Before joining Macquarie Asset Management in 2015, Hutchinson spent two years at J. P. Morgan Chase as an assistant vice president and investment product specialist. Before that, she was an assistant vice president and relationship manager at Morgan Stanley Wealth Management. She started her career as an investment product specialist at Morgan Stanley Smith Barney. Hutchinson graduated magna cum laude with a major in economics and a minor in finance from the University of Miami. She is a board member of Girls, Inc. of Greater Philadelphia and Southern New Jersey.



  Mark Perry
  Managing Director, Wilshire

 

Mark Perry is a managing director of Wilshire, where he is a member of the alternatives portfolio management team and is responsible for sourcing, performing due diligence on, and monitoring investments across private markets sectors within the United States and Canada. He also is a member of the Wilshire Investment Committee. Before joining Wilshire in 2012, Perry was a Vice President at Centinela Capital Partners. He earned a BS in electrical engineering and an MBA in finance from the University of California Los Angeles and an MS in electrical engineering from Stanford University.

Group Sales


This course can be customized and registration discounts are available for large groups. For information on group pricing, please contact our sales team:

Lara Davies | U.S., East
Email: ldavies@i-w.org
Phone: 303-850-3081

Suzie Byrnes | U.S., West and Mid-West 
Email: sbyrnes@i-w.org
Phone: 303-850-3093

Kelly Gormley | Business Development
Email: kgormley@i-w.org
Phone: 303-619-2977

Asif Nasim | Outside Continental U.S.
Email: ansim@i-w.org
Phone: 416-455-6569