Upcoming 2026 Sessions

Mar 20, 2026 • 12:00PM ET
The State of Private Real Estate Investing
2 CE Credits

Private real estate investing is entering a reset as the market moves away from pandemic-era trends and into a cycle shaped by higher interest rates, AI-enabled operations, and greater focus on select property types and capital structures. In this session you will learn key sector and strategy themes as well as how to identify and evaluate private real estate opportunities today.

Apr 17, 2026 • 12:00PM ET
Hedging Risk and Reducing Tax Liability
2 CE Credits

Market volatility, shifting policy dynamics, and changing tax considerations are prompting advisors to rethink how portfolios are constructed. At the same time, the growth of multi-strategy platforms and broader access to alternative strategies are creating new ways to manage risk and improve after-tax results.

May 15, 2026 • 12:00PM ET
Inside Private Credit, Asset-Based, Secondaries & Specialty Lending
2 CE Credits

Private credit continues to expand as investors look for income, flexibility, and diversification beyond traditional fixed income. Managers are increasingly using tools such as asset-based finance, credit secondaries, and structured capital to adapt to shifting conditions. At the same time, capital flows tied to AI-related infrastructure and sector-specific lending are reshaping how private credit is deployed.

On Demand Sessions – 2026

Now On Demand
Navigating Private Infrastructure: Where Capital Is Flowing
1 CE Credit

As energy systems evolve, AI and data centers drive rising power demand, and governments face funding constraints, private infrastructure is taking on a larger role in long-term portfolios. Beyond energy, essential assets such as water systems, transportation networks, housing, and public facilities are attracting private capital through stable, contract-based cash flows.

Now On Demand
PE & Venture: Positioning Portfolios for the Next Cycle
1 CE Credit

Private equity and venture capital markets are entering a new phase as exit activity accelerates and access expands. This session explores how AI, renewed IPO and M&A activity, and secondary markets are reshaping portfolio construction. Advisors will gain practical insight into positioning private markets across the next investment cycle.

On Demand Sessions – 2025

Now On Demand
Private Credit
2 CE Credits

The Private Credit session will provide an in-depth discussion on how advisors can potentially enhance yields and portfolio diversification utilizing private credit strategies.

Now On Demand
Private Equity & Venture Capital
2 CE Credits

The Private Equity & Venture Capital session will provide in-depth presentations on key investment considerations for these asset classes. Experts will provide comprehensive reviews of due diligence, risks, benchmarks, liquidity, trends, structures and access.

Now On Demand
Real Estate
1.5 CE Credits

The Real Estate session will provide an in-depth discussion on changes in the real estate equity and debt markets, including the outlook for the office, retail, multi-family, and industrial property sectors.

Now On Demand
Hedge Funds & Digital Assets
2.5 CE Credits

The Hedge Funds & Digital Assets session will explore modern hedge fund strategies and digital asset investments. Attendees will gain insights into evaluating these complex asset classes, assessing fund risk, key due diligence considerations and portfolio construction strategies.

Now On Demand
Infrastructure
1.5 CE Credits

The Infrastructure session provides an in-depth discussion on how advisors can potentially provide both income and inflation protection.

Now On Demand
Private Credit – December 2025
1.5 CE Credits

The Private Credit session will provide an in-depth discussion on how advisors can potentially enhance yields and portfolio diversification utilizing private credit strategies. Join us for this one and a half hour, interactive program.

The Advisor’s Guide

Fuel Your Growth

Sophisticated advisors add alpha to client portfolios with private investments.

The Private Markets Playbook is an advisor’s source for innovative ideas, manager access, strategy education and best practices for due diligence, portfolio integration and client on-boarding.
Format

Live Presentations

Portfolio managers, investment officers, directors of research, and professors will guide financial professionals through all areas of private markets.
Access

Q&A sessions allow for direct access to fund managers

Request 1:1 meetings with the team

CE Credit

Sessions are complimentary for financial professionals and will be available for live and on demand CE Credit.