Be Ready for the Private Equity Conversation
As clients seek greater access to private markets, today’s most influential companies are spending more of their lifecycle in private markets, making private equity an increasingly important part of the investment landscape.
The CAIA.nxt™ Private Equity Microcredential provides a practical introduction to the asset class, exploring venture capital, growth equity, buyouts, and portfolio implementation through flexible, engaging learning designed for busy professionals.
Built for Real-World Application
Offered entirely online, the Private Equity Microcredential is a seven-hour program that blends foundational learning with insights from leading industry professionals, helping you explore the strategies, structures, and investment approaches that define private equity.
Each module is designed to build your understanding step by step.
Module 1
The Fundamentals of
Private Equity
- An Introduction to Private Equity
- Public vs. Private Equity Markets
- Performance Measurement in Private Equity
- The Three Styles of Private Equity Investing
- Private Equity Performance Expectations
Module 2
Venture Capital
- An Introduction to Venture Capital
- Stages of Venture Capital Investing
- Evolution of Venture Capital Opportunities
- Historical Fund Returns Analysis of Venture Capital
- Investing in Venture Capital
Module 3
Growth Equity
- An Introduction to Growth Equity
- Role of Growth Equity
- Historical Performance of Growth Equity
Module 4
Buyout Strategies
- An Introduction to Buyouts
- Types of Buyouts
- Historical Performance of Buyouts
- Risk and Return Drivers of Buyout Performance
- Evolution of Buyouts
Module 5
Private Equity Portfolio
Implementation
- Investment Vehicles and Private Equity
- Performance Expectations of Private Equity
- Asset Allocation and Portfolio Construction
- Implementation: Pacing Models,
Vintage Year Diversification, and Taxes
Individual Course Enrollment Fee
US$395*
*Group rates available for teams and organizations. Contact the CAIA.nxt™ team for details at nxt@caia.org.
Supported by the Wealth and Asset Management Industry
Cliffwater has been defining alternatives for twenty years. An independent investment adviser and asset manager, the firm provides proprietary research, revolutionary indexes, advisory services, and investment services. It helps clients pursue their investment goals by building better performing portfolios with meaningful allocations across alternatives.
Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. With a 30+ year track record of value creation and over $86 billion in assets under management, we back the business owners and financial sponsors that drive growth and innovation across the middle market, transforming untapped potential into durable value.
Meketa Capital is an asset management firm focused on expanding access to private market investments without the complexity of subscription documents, high investment minimums, and the complex tax treatment associated with traditional institutional private market investment structures. As a subsidiary of Meketa Investment Group, a global public and private markets investments, consulting, and fiduciary management (OCIO) firm, Meketa Capital provides investment solutions for RIAs and other advisors to support their clients. Meketa Capital also provides asset allocation for model portfolios, manages customized private market.
Recognizing Your Accomplishments
After successfully completing the program, you will be awarded a certificate of completion, as well as a verifiable digital badge from CAIA and through Credly. This program will also qualify for 7.5 continuing education hours for CFP® Board (US only), Investments and Wealth Institute, and 6.5 hours for Canadian Investment Regulatory Organization (CIRO) members.
