PAID CONTENT
Private markets are reshaping portfolio construction, offering access to opportunities and risk-return profiles once reserved for large institutions.
With public markets facing structural headwinds and clients seeking more resilient outcomes, now is the time for advisors to deepen their fluency in private assets and their role in long-term wealth creation.
In this session airing live on Tuesday, November 25, 2025 at 1:00 pm ET, advisors will:
• Gain a clear understanding of what defines private markets
• Explore how alternatives can strengthen a balanced portfolio
• Learn practical strategies to communicate their benefits to clients
Stephen Harvey, CFA, Chief Investment Strategist at Sagard, will unpack key private asset classes, outline effective integration strategies, and examine the factors driving advisor and investor interest.
Presented by:
Stephen ‘Harv’ Harvey, CFA, Chief Investment Strategist, Sagard
Moderated by:
Robin Tessier, CFA, Partner, Head of Sagard Private Investment Solutions, Sagard
Sagard is a Canadian-headquartered, global, multi-strategy alternative asset management firm focused on the middle market, with approximately $44 billion in assets under management across private credit, private equity, real estate, and venture capital. (CAD, as of June 30, 2025)
Register now and get CE credits, CIRO Cycle 10 (IIROC) and FP Canada (credits pending approval)
Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner, and the CE Corner team will be applying to CIRO Cycle 10 & 11 (IIROC) and FP Canada for continuing education credits. You will receive an email notification when your CE certificate is ready. We cannot guarantee that CIRO will approve CE credits for this webinar before the end of the current CE cycle. Advisors may receive their credits after 2025 CE deadlines and should plan accordingly. Credits for this webinar may be eligible for use in the next CE cycle. FP Canada’s CE program is undergoing changes and advisors should expect that FP Canada’s approval of CE credits for this webinar will be delayed.
If you have any questions, please contact support@cecorner.ca.
Sponsored by:
