On Demand Classes
Class 1
Portfolio Construction & Asset Allocation
Now On Demand
The Portfolio Construction and Asset Allocation session discusses how portfolios can be built to reflect the specific characteristics and needs of each investor.
Learning Objectives:
- Define the characteristics of clients that shape their preferences for investments ranging from aggressive to moderate to conservative risk tolerance
- Discuss investor goals, including risk, return, inflation, taxes, downside protection, and thematic and tactical allocations
- Identify asset allocation methodologies, including capitalization-weighted global portfolios, scenario-based portfolios, risk parity, optimized quantitative portfolios, and the role of alternative investments
CREDITS
2
CFP / CFA
CE Credits
Class 2
Private Equity & Venture Capital
Now On Demand
The Private Equity Co-Investments session explores the ability to make direct investments in companies alongside private equity sponsors. Co-Investments offer investors favorable terms by minimizing traditional management fees and carried interest.
Learning Objectives:
- Understand how private equity co-investments are structured to maintain an alignment of interests between co-investors and sponsors.
- Discuss the reasons sponsors are often motivated to offer access to co-investments on terms that are similar to those of the sponsor.
- Understand different types of co-investment strategies.
CREDITS
1
CFA / CPD
CE Credit
Upcoming Classes
Class 3
Evergreen Private Equity: The Future or a Fad?
October 6, 2026
The Evergreen Private Equity: The Future or a Fad session discusses why investors have increasingly embraced semi-liquid evergreen funds to access private equity investments.
Learning Objectives:
- Discuss the diversification benefits of a private equity allocation for individual investors
- Understand the difference between semi-liquid evergreen fund and a closed-end drawdown fund
- Explain the different roles private equity strategies play within an evergreen structure
CREDITS
1
CFP / CFA
CE Credit
Class 4
MSIM’s Approach to Allocating to Private Markets
November 3, 2026
The MSIM’s Approach to Allocating to Private Markets session discusses our proprietary Private Markets Asset Allocation Framework (PMAAF), designed to help investors think about how to allocate their dry powder across private markets and cycles.
Learning Objectives:
- Understand the challenges investors face when building a private markets allocation
- Outline our approach to forming medium term signals across private markets asset classes
- Examples of views expressed in portfolio positioning
CREDITS
1
CFP / CFA
CE Credit
Class 5
Real Estate & Infrastructure
December 1, 2026
The Real Estate and Infrastructure session provides an overview of real asset investing, including real estate, infrastructure, farmland, timberland, and commodities.
Learning Objectives:
- Understand the opportunities presented by private and public investments in real estate, infrastructure, and other real assets
- Differentiate between the risk and return tradeoffs of core, core-plus, value-added, and opportunistic investments
- Discuss the relationship between inflation and the returns to stocks, bonds, and real asset investments
CREDITS
2
CFP / CFA
CE Credits