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 which aired 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)
Need CE credits?
Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.
For those who missed the live webinar on Tuesday, November 25, 2025 at 1:00 pm ET, the recording is also available on CE Corner.
You will be required to complete a quiz to obtain a CE certificate from CIRO Cycle 10 (IIROC) and FP Canada. CE accreditation is powered by CE Corner.
If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from CIRO Cycle 10 (IIROC) and FP Canada, is ready.
If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.
If you have any questions, please contact support@cecorner.ca.
Sponsored by:
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