Overview
As private markets become more accessible, new vehicles and investor types are reshaping the landscape, along with the risk frameworks that govern them. This webinar examines how democratization is unfolding and what it means for investment professionals to navigate product design, compliance, and portfolio strategy.
Timings:
11:00 AM ET | 4:00 PM GMT
In partnership with CFA Society Dallas/Fort Worth.
Please note: You must have a CFA Institute account to register for this webinar. If you do not have an account, you will be prompted to create one before completing your registration.
Agenda
In this session, you will learn how to:
- Identify emerging access structures, including feeder funds, tokenized assets, and semi-liquid vehicles
- Analyze liquidity trade-offs and how they affect portfolio construction
- Evaluate suitability and compliance considerations across a range of investor profiles
Stay informed as access expands. Equip yourself with insight and tools to guide clients, manage risk, and lead with confidence.
Speakers
