Chris Rosenberry
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Accepted for 2 CFP / IWI / CFA CE Credits
November 26, 2025 • 12PM – 2PM ET
The Hedge Funds & Digital Assets session will explore modern hedge fund strategies and digital asset investments. Attendees will gain insights into evaluating these complex asset classes, assessing fund risk, key due diligence considerations and portfolio construction strategies. Our experts will cover:
- Various hedge fund strategies and how they may fit in a modern asset allocation model
- Understanding the digital assets landscape, investment opportunities, trends and outlook
- Regulatory, custody, and valuation challenges
For technical support or questions on CE credits, email or call us at 704.540.2657.
Accepted for 2 CFP / IWI / CFA CE Credits
August 28, 2025 • 12PM – 2PM ET
The Real Estate session will provide an in-depth discussion on changes in the real estate equity and debt markets, including the outlook for the office, retail, multi-family, and industrial property sectors. Join us for this 2 hour, interactive program that will cover:
- Overview and trends in private real estate investing
- Comparing investment risk and return of real estate equity and debt investments
- Interest rate considerations
For technical support or questions on CE credits, email or call us at 704.540.2657.
Accepted for 2 CFP / IWI / CFA CE Credits
July 31, 2025 • 12PM – 2PM ET
The Private Equity & Venture Capital session will provide in-depth presentations on key investment considerations for these asset classes. Experts will provide comprehensive reviews of due diligence, risks, benchmarks, liquidity, trends, structures and access. Speakers will cover:
- Understanding the lifecycle of a private company and capital structures
- Opportunities and trends in venture and private equity
- Portfolio construction considerations
For technical support or questions on CE credits, email or call us at 704.540.2657.