Private equity, venture capital and private credit are gaining traction as investors seek higher returns that are often not achievable in traditional public markets.

There are challenges in building a portfolio of private assets at scale and investor education is required to ensure clients understand the holding period that comes with private investment. Furthermore, concern is being expressed over stability and the heightened risk for investors seeking to generate income. This session looks at the risks, opportunities and misconceptions when it comes to one of the hottest corners of the market.
Professional standards CPD: 0.34 Client care and practice; 0.33 Professionalism and ethics
ASIC RG146 CPD: 0.34 Specialist knowledge - Financial planning; 0.33 Specialist knowledge - Financial planning