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Private Equity and Venture Capital Investing

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This module explores private equity and venture capital as core components of private markets. Panelists discuss how private equity differs from public equity, typical investment structures, and the private equity investment lifecycle. The conversation also examines venture capital investing, including its unique risks, return drivers, and trends, while highlighting the role advisors play in assessing suitability, explaining risks, and aligning these investments with client objectives.

Speakers:

  • Ana Puric, Vice-President, Private Markets, CIBC Global Asset Management
  • Daniel A. Criscuolo, Senior Vice President, CIBC Private Wealth
  • 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 0.75 CE Credits CIRO (ID) Professional Development.

This program is eligible for 0.75 CE Credits CIRO (MFD) Professional Development.

This program is eligible for 0.75 CE Credits FP Canada Financial Planning.

This program is eligible for 0.75 CE Credits 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].