Partner CE Series - How Advisors Can Successfully Integrate Private Equity Investments Into Client Portfolios
April 29, 2026
12:00 PM MDT - 1:15 PM MDT
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Qualifies for 1 CFP® CE
Financial advisors may wonder how to best implement a private markets investment allocation for clients with the appropriate risk and liquidity profiles. How can they determine the appropriate percentage allocation and which part of an existing portfolio it should replace? This course will review how advisors have successfully implemented private market investments into client portfolios and introduce several key steps in constructing, implementing, and maintaining a private equity position within a well-diversified portfolio. These steps include developing an investment plan, determining a target allocation, selecting an investment structure, researching managers, implementing the new allocation and monitoring and adjusting the client's portfolio regularly.
During this presentation you will learn:
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To better understand the value of private market investments and their role in a well-diversified portfolio.
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Learn the various and different investment structures that are available for investing in private markets, including the pros and cons of each.
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Understanding the factors to consider when allocating a portfolio to private market investments.
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Implementing best practices and avoiding when allocating to private markets.
Christian McCormick, CFA – Head of Client Portfolio Management
Christian has been in the financial services industry for more than 25 years. As a senior vice president of the firm, he serves as a client portfolio manager focused on investment education for Meketa Capital clients.
Prior to joining the firm, Christian was a senior consultant with the investment consulting firm, NEPC. He also spent two decades with various asset management firms in lead and senior client portfolio manager and product specialist roles.
Christian received his undergraduate degree from Principia College and holds the Chartered Financial AnalystÒ designation. He is a member of the CFA Institute and the CFA Society Colorado, and has earned the Private Markets and Alternative Investments Certificate and the Certificate in ESG Investing from the CFA Institute.
Tickets
$0.00 COFPA Members
$0.00 FPA Members and Nonmembers
