The Anatomy of Alts: Demystifying Evergreen Funds, Interval Funds, and BDCs
This course helps individual investors understand how to access private market investments through structures designed for everyday portfolios. Think of it like learning the anatomy of a new, specialized medical device before deciding whether it fits your specific care plan.
Foundations of Alternative Investments
An introduction to private market investments and how 'liquidity' works when you can't access your cash instantly. Think of this like understanding why some treatments require a hospital stay versus an outpatient visit.
Demystifying Evergreen Funds
Learn about 'evergreen' funds, which are designed to hold assets for a long time without a fixed expiration date. Think of this like a chronic care management plan that continues as long as it remains effective for your health goals.
Mastering Interval Funds
A look at funds that offer liquidity only during specific pre-scheduled times. Think of this like a clinic that only performs certain elective procedures on specific, pre-arranged days.
Business Development Companies (BDCs)
An overview of BDCs, which provide loans to middle-market businesses and pay regular income to investors. Think of this like a specialized credit facility for businesses that don't qualify for traditional, large-scale bank financing.