Expand your expertise in alternative investments
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Build a strong foundation of knowledge to confidently advise investors in this quickly evolving space.
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Each CE-accredited module is developed and delivered by our team of seasoned subject matter experts.
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Earn continuing education (CE) credits at your own pace with practical, comprehensive online courses tailored for financial professionals.
Explore our alternative investment courses
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Step 3: Learn and earn credits
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Introduction to alternatives and private market investing
Course overview
Learn how alternatives and private markets differ from traditional asset classes, uncover their benefits and risks, and identify opportunities in this evolving space.
Speakers
Meric Koksal
Managing Director and Head, Product
Ohm Srinivasan, CFA
Global Head, Alternative Investing
Christine Wong
Executive Director and Head of Alternatives Distribution
Private equity and venture capital investing
Course overview
Understand the key differences between primary and secondary co-investment strategies, how venture capital complements private equity, and what drives successful outcomes.
Speakers
Ohm Srinivasan, CFA
Global Head, Alternative Investing
Ana Puric
Vice-President, Private Markets
Dan Criscuolo
Senior Vice-President
Private credit strategies and portfolio application
Course overview
Discover how private credit fits within a portfolio, learn about common structures, like direct lending, mezzanine and co-investment, and gain insights on the investment process, from sourcing opportunities to managing loans.
Speakers
Chi Lee
Head of Private Credit
Nick Schwartzstein
Senior Vice-President
Gino Di Censo
Vice-President, Fixed Income
Liquid alternatives and absolute return strategies
Course overview
Learn about key hedge fund strategies, performance hurdles, risks and fee structures. Understand how liquid alternatives and evergreen funds fit within a portfolio, and how to evaluate these investments.
Speakers
Michael Sager, Ph.D.
Managing Director and Chief Investment Officer, Multi-Asset and Currency Management
Giuseppe Pietrantonio
Director and Vice-President, Currency and Multi-Asset Solutions
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