Private equity is the largest strategy in the alternative investments industry. Today, the private equity industry captures some of the key milestones of a company's lifecycle, from start-up to maturity. As companies stay private longer or choose not to go public, grasping the role of private equity in client portfolios becomes increasingly essential. Designed for client-facing wealth management professionals, the Private Equity Microcredential is your five-part journey into the vast world of private equity.
Private Equity Explained: Making the Strategies Accessible.
Discover what wealth management professionals are already learning.
Deepen your understanding of private equity using a flexible, convenient, and entertaining format! Individual course registration is US$395 with corporate group rates available. Enroll online today or get in touch for more information.
The Private Equity
Microcredential.
In-demand industry knowledge.
The Fundamentals of |
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Venture Capital | Private Equity Portfolio |
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Supported by the wealth and asset management industry.
Cliffwater has been defining alternatives for twenty years. An independent investment adviser and asset manager, the firm provides proprietary research, revolutionary indexes, advisory services, and investment services. It helps clients pursue their investment goals by building better performing portfolios with meaningful allocations across alternatives.
FS Investments is an alternative asset manager dedicated to delivering attractive returns across private equity, private credit and real estate. Following its 2023 acquisition of Portfolio Advisors, FS Investments now manages over $75 billion for both institutional and wealth management clients around the world, drawing on 30 years of experience and more than 500 employees operating across nine global offices.
The firm’s investment professionals manage a wide range of differentiated strategies across private markets and collectively manage relationships with 300+ sponsors. FS Investments’ active partnership model creates a virtuous cycle of superior market insights and deal flow, which inform the underwriting process and help to generate strong returns.
Meketa Capital is an asset management firm focused on expanding access to private market investments without the complexity of subscription documents, high investment minimums, and the complex tax treatment associated with traditional institutional private market investment structures.
As a subsidiary of Meketa Investment Group, a global public and private markets investments, consulting, and fiduciary management (OCIO) firm, Meketa Capital provides investment solutions for RIAs and other advisors to support their clients.
Meketa Capital also provides asset allocation for model portfolios, manages customized private market.
Recognizing your accomplishments.
After successfully completing the program, you will be awarded a certificate of completion, as well as a verifiable digital badge from CAIA and through Credly. This program will also qualify for 7.5 continuing education hours for CFP® Board (US only), Investments and Wealth Institute, and Canadian Investment Regulatory Organization (CIRO) members.