This module provides a foundational overview of alternative investments and private markets, explaining how these strategies differ from traditional asset classes and why they are playing a growing role in portfolio construction. Panelists define alternatives, outline the major private market asset classes, and discuss evolving investment structures, benefits, risks, and common misconceptions. The session also addresses client suitability, asset allocation considerations, and the key factors advisors should evaluate when conducting due diligence and selecting private and alternative investment funds.

Speakers:

• Christine Wong, Executive Director, Head of Alternatives Distribution, CIBC Global Asset Management
• Meric Koksal, Managing Director & Head of Product, CIBC Global Asset Management
• Ohm Srinivasan, Managing Director, Head of Manager Research & Alternative Investments, CIBC Private Wealth

Discussion Points:

• Defining Alternative Investments
• Overview of Alternative Asset Classes
• Evolution of Private Market Access and Structures
• Investor Benefits of Alternatives
• Alpha, Performance, and Manager Selection in Private Markets
• Risks and Due Diligence in Private Investments
• Asset Allocation and Client Suitability for Private Markets
• Incorporating Private Markets into a Balanced Portfolio
• Liquidity, Minimums, and Evolving Investment Structures
• Deep Dive: Manager Selection and Due Diligence
• Helpful Advisor Tools and Considerations for Fund Selection
• Adoption Cycle of Private Markets
• Final Thoughts