Exploring Private Markets with Jack Sannes, Marquette Associates
CFNEIA
July 16, 2024
Join us on Tuesday, July 16 for an exclusive workshop with Jack Sannes, CFA, CAIA, Assistant Vice President, Client Service, with Marquette Associates. This event, designed for professional advisors, will provide a comprehensive overview of the private markets, focusing on private equity and private credit, and equip you with the knowledge and tools to better serve your clients.
Workshop Focus Areas Include:
- Background on Private Equity & Credit
- Opportunity Set in Private Markets
- Accessing Each Asset Class
Who Should Attend:
- Financial Advisors
- Wealth Managers
- Investment Consultants
- Portfolio Managers
- Other financial professionals looking to enhance their knowledge of private markets
Benefits of Attending:
- Gain in-depth knowledge from an industry expert.
- Network with peers and leading professionals in the field.
- Enhance your ability to provide informed advice and strategies to your clients.
- Earn continuing education credits. 1 hour of continuing education credits for CFP and CLE are available for this webinar.
