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. 

 

Private Equity Microcredential


The Private Equity
Microcredential.

In-demand industry knowledge.

Offered entirely online, the Private Equity Microcredential features insights from prominent asset and wealth management firms within 5 in-depth modules. Throughout the program, you’ll be introduced to the entire spectrum of the private equity industry including venture capital, growth equity, and buyouts all with an emphasis on portfolio implementation. Each module provides well-defined learning objectives, periodic knowledge checks, and a mastery-confirming quiz which indicates your readiness to progress. 

 

The Fundamentals of
Private Equity
(Module 1)

  • An Introduction to Private Equity
  • Public vs. Private Equity Markets
  • Performance Measurement in
    Private Equity
  • The Three Styles of Private
    Equity Investing
  • Private Equity Performance
    Expectations


Buyout Strategies
(Module 4)

  • An Introduction to Buyouts
  • Types of Buyouts
  • Historical Performance of Buyouts
  • Risk and Return Drivers of
    Buyout Performance
  • Evolution of Buyouts

     

     

     

Venture Capital
(Module 2)

  • An Introduction to
    Venture Capital
  • Stages of Venture
    Capital Investing
  • Evolution of Venture
    Capital Opportunities
  • Historical Fund Returns
    Analysis of Venture Capital
  • Investing in Venture Capital

Private Equity Portfolio
Implementation
(Module 5)

  • Investment Vehicles and
    Private Equity
  • Performance Expectations of
    Private Equity
  • Asset Allocation and
    Portfolio Construction
  • Implementation: Pacing Models,
    Vintage Year Diversification, and Taxes


Growth Equity
(Module 3)

  • An Introduction to Growth Equity
  • Role of Growth Equity
  • Historical Performance
    of Growth Equity
 

 

Supported by the wealth and asset management industry.

Cliffwater Logo

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 Logo

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 Logo

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.

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