Continuing Education → Professional Development → CAASA

Real Estate, Private Equity, & Private Lending markets with Vesta Wealth and NorthHaven Capital (CAASA027)

1.0 MFDA: Professional Development (8679)
1.0 FP Canada: Financial Planning (8679)

This course is a podcast that gives a wide view of the private markets – especially niche real estate transactions & opportunities and investing in private lending and private equity funds. The Outsourced Chief Investment Officer (OCIO) structure and role that it takes on with regard to working with single family offices or UHNW investors is discussed, as well as the various forms that this might take.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 MFDA: 1.0 MFDA: Professional Development (8679... CFA: 1.0 FP Canada: Financial Planning (8679)

  • NorthHaven Capital & Vesta Wealth Partners
  • Test
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever