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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

What are Private Equity Co-Investments and What Should Advisors Know?

Topic

Investment Planning

Program ID

338744

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Overview

Description

Advisors are being inundated with new private equity investment options, especially in the form of tender and interval funds. This session will work through what these investment structures actually own/invest in, with a particular focus on co-investments

Learning Objectives

I. Educate advisors on the various underlying private market investments in tender and interval funds with a particular focus on co-investments. II. Make advisors more aware of the fee structures of these underlying investments to make the best decision for their clients. III. Provide a comparison of how institutional investors have allocated to private markets and co-investments historically and any similar factors/common themes advisors can utilize in determining their own client allocation. IV. Insight into what the private market landscape looks like going forward.