Decoding Private Investments: A Guide to VC, PE, and Debts

TGS-2025059699

Target Audience
Private Bankers, Wealth Managers, Financial Advisors & Independent Financial Adviors

Date

19 May 2026
04 August 2026
20 October 2026

Duration

1:00 PM – 5:30 PM
1/2 Day

CPD Hours

4

Funding

Financial Training Scheme (FTS)

Program Fee

Early Bird: 10% Discount (register 1 month before the program commencement date)
Regular Fee: S$550

Sign up now for any of the sessions. A confirmation email with the hotel venue details will be sent to you closer to your selected date.

This program delivers private investments training for wealth advisors, private bankers, and financial professionals seeking to confidently evaluate venture capital, private equity, and private debt opportunities. Participants gain practical insights to assess risks, returns, and suitability while positioning private investments effectively within diversified client portfolios.

Program Overview

Learning Objectives

Understand core concepts and structures of private investments
Assess venture capital, private equity, and private debt within portfolio contexts
Evaluate opportunities, risks, and return trade-offs
Build client-aligned strategies with regulatory and compliance considerations in mind

Program Introduction & Orientation

This program introduces a clear, advisor-friendly approach to private investments. Participants explore how alternative assets differ from traditional asset classes and learn how private investments can enhance diversification, resilience, and long-term portfolio outcomes when applied appropriately.

Private Investments Framework

Alternative Investment Fundamentals

Market Dynamics & Risk

Portfolio Construction

Asset Class Insights

Client Advisory

Practice & Application

Apply private investment strategies through simulations

Analyse real-world case discussions

Strengthen portfolio construction and client communication skills

Key Value Propositions: Decoding Private Investments

Practical, Real-World Insights

This program supports financial professionals in applying structured, ethical, and compliant approaches to private investments, enabling informed decision-making and responsible client advisory outcomes.

Clear Investment Framework

Gain a structured approach to understanding and positioning private investments across VC, PE, and private debt.

Structured Evaluation Tools

Use practical tools to assess risks, returns, and portfolio fit of private investments.

Balanced & Compliant Advisory Approach

Develop a disciplined, client-aligned approach that balances opportunity, risk, and regulatory considerations.