Presented by RIA Channel, AIR Asset Management and CIM, The Private Credit & Private Equity session aims to provide a practical playbook specifically for financial advisors. Join us for this 1.5 hour, interactive program covering:
- Defining Private Equity and Private Credit Landscapes and Structure Considerations
- Understanding Buyouts, Venture Capital and Secondary Investing
- Exploring Life Settlements as a Diversification Strategy
- Trends in Real Estate Private Credit
- Due Diligence, Portfolio Integration and Access
Available for 1.5 CFP® / IWI / CFA CE credits
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