Axxes Institute's Module 2:
Private Equity and Venture Capital Opportunities and Overview
1-Hour CFP®/ IWI® Approved Continuing Education Course
Advisors continue to seek new ways to drive growth and diversification for their clients. This one-hour CFP®/IWI®-approved course, led by Axxes Capital Chief Investment Strategist Arun Kaul and hosted by Stephanie Brown, Chief Distribution Officer, takes a deeper look at private equity and venture capital — two of the most dynamic segments of the private markets.
THIS MODULE EXPLORES:
- Understand the evolution of companies from startup through IPO
- Explore the distinctions between venture capital and private equity
- Learn how investors access these markets through modern fund structures
- Review risk, return, and allocation considerations within portfolios
- Gain insights into valuation, deal structures, and exit strategies
