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Introduction to Alternatives and Private Market Investing

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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:

 

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To receive CE credit from IIROC, MFDA, FP Canada and/or Advocis for watching this program, you must complete the following quiz.

This program is eligible for 1 CE Credit CIRO (ID) Professional Development.

This program is eligible for 1 CE Credit CIRO (MFD) Professional Development.

This program is eligible for 1 CE Credit FP Canada Professional Development.

This program is eligible for 1 CE Credit Advocis Practice Competencies: (B) Investment Management.

You must answer at least 7 questions correctly to receive credit.

When you successfully complete the quiz, your activity will be recorded as PASS in your My CE activities.

You will then receive a CE Certificate by email, which you can submit to your accreditation body for CE credit.

For any questions or inquiries please contact [email protected].