Middle market PE secondaries: An expanding opportunity set
1.5 CE Credits | CFP, CIMA, CPWA, RMA
The private equity secondary market has surged, with transaction volume reaching a record $68 billion in the first half of 2024 and set to more than double by year end. Join Chief Market Strategist Troy Gayeski, CIO of Portfolio Advisors Liz Campbell and Co-Head of LP Secondaries Justin Lux, as they discuss the factors driving middle market private equity and the expanding opportunity set in the secondary market.
Become the bank: The trends driving potential opportunities in CRE lending and credit REITS
1.0 CE Credit | CFP, IWI
As traditional lenders pull back from commercial real estate lending, private investors are stepping in to offer financing. We examine how macro forces like higher interest rates, sustained but slower economic growth, the near-term potential for the Fed to finally begin cutting rates and bank deleveraging are amplifying potential opportunity for lenders who “become the bank” through funds like private credit REITs.
MASTERCLASS: Private Equity
1.0 CE Credit | CFP, CIMA, CPWA, RMA
Three experts cover why investors might want to allocate to private equity in today’s environment, the explosive growth of private equity evergreen funds, and how wealth management clients should think about investing inprivate equity compared to institutions. They also explore the wide array of private equity funds to choose from and some of the benefits and drawbacks of each approach.
Politics, policy and markets: Breaking down the impact of the election
1.0 CE Credit | CFP, CIMA, CPWA, RMA
Join FS Investments Chief U.S. Economist Lara Rhame and Head of Public Policy Jason Cole for an insightful discussion focusing on domestic and international policy, debt and deficit dynamics, economic implications, and how alternatives can help navigate uncertainty as election rhetoric reaches a fever pitch.
Private credit: Why allocate to this asset class?
1.0 CE Credit | CFP, CIMA, CPWA, RMA
The private credit asset class has grown from a niche corner of institutional investor portfolios to a multitrillion dollar market accessed by a wide variety of investors. Private credit’s impressive growth has been driven by broad private asset growth, a restrained banking sector and healthy demand for financing. We discuss the growth and opportunities spanning the private credit market.
Middle market private equity: Why allocate to this asset class?
1.5 CE Credits | CFP, CIMA, CPWA, RMA
As concentration risk in public equity markets continues to rise and valuations remain elevated, investors will likely need to look outside of public markets to meet investment goals. Join us as we discuss the economy and alternative ways to navigate markets and the rich opportunity set in U.S. middle market private equity.
2024 Macro and market update: Balancing optimism with challenges
1.5 CE Credits | CFP, CIMA, CPWA, RMA
Learn about what’s in store for interest rates and alternative ways to navigate markets in the coming year.
Private equity: An introduction
1.0 CE Credits | CFP, CIMA, CPWA, RMA
With headwinds gathering, investors need new solutions for income, growth and diversification. We discuss alternative strategies that may help achieve these goals.
Private credit: Key trends and potential opportunities
1.0 CE Credits | CFP, CIMA, CPWA, RMA
Private equity represents a growing opportunity set. Explore the fundamentals, strategies and areas within PE that look particularly attractive in today’s economy.
Opportunities for growth amid growing risks in traditional markets
1.0 CE Credits | CFP, CIMA, CPWA, RMA
We discuss the alternative investment strategies that may help investors reach their goals—and the trends shaping the opportunity set for alternatives.