Overview
Private markets are reshaping how portfolios are designed. This webinar explores how to integrate illiquid assets into client portfolios while effectively managing risk, liquidity, and long-term objectives.
Timings:
11:00 AM ET | 4:00 PM GMT
In partnership with CFA Society Dallas/Fort Worth.
This webinar is eligible for 1 PL credit. CFA Institute members can add the credit to their tracker.
Agenda
Key takeaways include:
- Design practical asset allocation models that incorporate private equity, credit, and real assets
- Navigate liquidity horizons and capital calls with precision
- Use scenario modeling and stress testing to enhance portfolio resilience
Speakers
