From why to how: Evaluating fund structures for wealth managers, 16.9.2025

Members and non-members event

date & time

16/09/2025 6:00-7:00 pm EEST

Fee: Free of charge

Curious about the latest investment vehicles for private markets in wealth management? CFA Institute's upcoming webinar explores the expanding options available to wealth managers.

Key topics:

• In-demand private markets strategies

• Current and emerging investment vehicles

• Essential resources for effective deployment

• Lessons from institutional investing

Join CFA Institute to gain practical insights for building resilient portfolios with private market access.

Speakers:

Debra Brennan Tagg, CFP, President, BFS Advisory Group

Jack Reilly, CFA, CPA, Chief Investment Officer, Head of Private Investments and Partner, Turtle Creek Wealth Advisors

Ken Shoji, CFA, Chief Investment Officer, View Capital Advisors

Cynthia Steer, CFA, Senior Advisor, Institutional Investor