Overview
Private financial markets have experienced meteoric growth since the global financial crisis, with significant impacts on both the financial markets and the real economy. Allocations to this category have risen from approximately $3.8 trillion in 2014 to $13.1 trillion in 2023, according to McKinsey’s Global Private Markets Review. This trend is expected to continue as private market allocation is increasingly seen as an integral part of a well-diversified portfolio, not just for institutional investors but also for high-net-worth and other individual investors.
Although private markets offer potentially higher returns than public equities, challenges still exist, with accessibility, illiquidity, and lack of transparency being cited as common issues.
To explore this shift and understand the opportunities from both an institutional and an individual perspective, CFA Institute organized a series of webinars on private equity and venture capital, private credit, real estate investments, and hedge funds.
Watch on demand
Explore the dynamic world of private equity and venture capital investments. This session delved into the latest trends, risk management strategies, and AI-driven opportunities in private equity and venture capital. Gain insights from industry experts on how these investments can be a crucial part of a diversified portfolio.
- Discussing the features and characteristics of private equity and venture capital investments.
- Exploring value creation and the associated risks.
- Identifying opportunities arising from AI and ESG considerations.
- Addressing challenges in fundraising and valuation and proposing solutions to overcome them.
Speakers:
- Brenda Hou, CFA, Head, Global Partnerships and Client solutions, Growth Markets, CFA Institute.
- Grace Lee, CFA, Partner and Group COO, Qiming Venture Partners.
- Yee Hean Teo, Principal Investment Specialist, Asian Development Bank.
- Vicky Yick, CFA, Head of Greater China Private Wealth, Partners Group.
Moderator:
- Alvin Ho, CFA, President, CFA Society Hong Kong.
Discover the intricacies of private debt dynamics in this session focused on private credit. Learn about risk-return valuation, credit strategies, and the role of private credit in today’s financial markets. This webinar provides valuable knowledge for both institutional and individual investors looking to navigate the complexities of private credit investments.
- Highlighting the product characteristics of private debt as an alternative asset class.
- Analyzing opportunities for borrowers and investors, with a focus on risk and return valuation.
- Examining the current and anticipated market dynamics.
- Exploring credit risk management strategies to maximize risk-adjusted returns.
Speakers:
- Nick Atkinson, Partner, PwC
- Kerrine Koh, CFA, Managing Director, Client Solutions, Country Head, Singapore, Hamilton Lane
- Angela Lai, CFA, VP, Head of APAC and Valuations, Research Insights, Preqin
- Andrew Tan, Chief Executive Officer, Asia Pacific, Muzinich & Co.
Moderator:
- Cliff Ip, CFA, FCPA (Aust.), Managing Director, Chief Executive Officer and Co-founder, Wings Securities Limited; Divisional President 2024, CPA Australia.
Dive into the world of real estate investments, exploring various strategies and market trends. This session covered the benefits and challenges of investing in real estate, including insights into market cycles, property valuation, and risk management.
- Outlining key considerations for allocating funds to real estate investments.
- Providing insights into the market outlook.
- Discussing the valuation processes.
- Examining the process flow of green building certification.
- Exploring how changing demographics and the future of work are influencing future demand and the associated investment returns.
Speakers:
- Christine Li, Head of Research, APAC, Knight Frank.
- Dr. Alan Lok, CFA, Director, Curriculum Development, CFA Institute.
- Annora Ng, Managing Director, Capital Markets, GAW Capital.
- William Tan, Co-founder, USA Regrowth Fund.
Moderator:
Kenneth Kwong, CFA, INSEAD MBA Graduate.
Uncover the strategies and performance metrics of hedge funds in this comprehensive session. Learn about different hedge fund strategies, risk management techniques, and the role of hedge funds in a diversified investment portfolio. This webinar provided a deep dive into the hedge fund industry, offering valuable insights for investors and finance professionals alike.
- Describing hedge fund structures and various investment strategies.
- Key investment features, sources of risks and return, optimal allocation in portfolios, the typical approach to due diligence, and fees.
- Evaluating the impact of high interest rates and other challenges on hedge funds.
- Exploring the role of artificial intelligence in optimizing performance and identifying investment opportunities.
Speakers:
- Frank Huang, CFA, Head of Fund Research, New Harvest Wealth Securities Company Limited.
- Azmi Özünlü, CFA, Senior Director, Content Development, CFA Institute.
- Lisa Tsui, Partner, PwC.
- Violet Xu, Chief Operating Officer, Spathiphy Capital Management.
Moderator:
Wisely Ngai, CFA, executive director, CFA Society Hong Kong.
Webinar
Private markets webinar series
4 PL Credit
If you are a CFA Institute member don’t forget to record Professional Learning (PL) credit from reading this article.
Private Markets professional learning
CFA Institute offers professional learning to develop key skills and expertise for analysts and associates in private markets, addressing the industry's talent needs.