Private markets get practical

December 8, 2020, 4pm EST

Bob Rice

Bob Rice 

  • Senior Advisor to Macquarie Investment Management
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IWI has accepted this program for one hour of CE credit toward the CIMA®, CIMC®, and CPWA® certifications.
The Certified Financial Planner Board of Standards (CFP Board) has approved this program for one CE credit hour toward the CFP® certification.

Summary

Earn CE credits – Learn about ways to improve expected returns while lowering expected risk for your client base, from accredited investors to institutions.

Bob Rice explains how a new generation of private markets solutions could help you enhance and expand your practice.

All advisors, including those who do not use private markets yet, should attend.

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Receive IWI or CFP credit following completion of the live event.

What is your preferred private markets vehicle?

In your opinion, what are the biggest obstacles clients currently face that prevent them from investing in private markets? (select all that apply)

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For financial professional use only – not for use with the public.

Investing involves risk, including the possible loss of principal.

Past performance does not guarantee future results.

This webinar is for informational purposes only.

Additional questions on this page are for information gathering purposes only and will not be shared with any third party. Unless marked otherwise, responses to these questions are optional, and are not required to attend the webinar and/or any related presentation.

Bob Rice is a senior advisor to Macquarie Investment Management. The views expressed are those of Bob Rice and do not necessarily reflect those of Macquarie Investment Management (MIM) or any of its employees. Mr. Rice agrees to hold MIM harmless from any claims of intellectual property rights infringement that may arise out of MIM's use of the foregoing materials.

Diversification neither guarantees a gain nor protects against a loss.

Investors must have the financial ability, sophistication/experience, and willingness to bear the risks of an investment in private market securities. Such securities may be available only to qualified, sophisticated investors, may have liquidity constraints, and may not be suitable for all investors.

Private market investments may entail a high degree of risk and investment results may vary substantially on a monthly, quarterly, or annual basis. Among many risk factors, some are particularly notable. These include, without limitation, the general economic environment, the health of the housing market, employment levels, the availability of financing, the quality of servicing the assets backing the securities, the seniority and credit enhancement levels for structured securities, government actions or initiatives, and the impact of legal and regulatory developments. Additionally, private market strategies may represent speculative investments and an investor could lose all or a substantial portion of his/her investment.

Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy.

You can check the background of your investment professional on FINRA's BrokerCheck.