Learning Center

Investment Planning Knowledge Circle: Private Equity and Venture Capital

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Please join us on Tuesday, May 23rd at 3 pm ET for the May 2023 Investment Planning Knowledge Circle.

In this session, guest speaker Christian Munafo will cover:

  • The evolution of the Private Market
  • Private Capital Markets Poised for Continued Growth
  • Secondary Market Overview
  • Entry for Client Portfolios

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Investment Planning Knowledge Circle: Private Equity and Venture Capital
Open to view video.
Open to view video.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available