New Executive Education Course on Private Investments

In March 2023, we announced a new virtual executive education course, Delivering Private Investments to the Individual Market: A Business and Legal Guide. Taught by alumnus Bob Rice (’79), the financial industry's best-known alternatives investment expert and speaker, the six-week class equips executives and lawyers of private investment funds to address an emerging $10 trillion market, with a focus on the real-world interplay of business strategies, legal structures, and strategic partnering opportunities. Rice and several expert guest lecturers cover all the basics necessary to develop a manager-specific strategy for attracting assets under management from the high-net-worth, mass affluent, and retail markets. The course details the dynamics of the major individual distribution channels to these groups; explains how different product types fit those channels as well as the manager's goals; shows how federal and state securities laws impact marketing and distribution; and highlights outsourcing and partnership opportunities that make the various approaches practical. The course is offered by our Stoops Center of Law & Business in partnership with iCapital, Nasdaq, and Major, Lindsey & Africa. For more information about this unique offering, including module content, who should enroll, and the instructors, and to reserve your seat, visit https://stoopscenter.catalog.instructure.com/courses/delivering-private-investments.