Decoding Private Investments: A Guide to VC, PE, and Debts

Gain a clear framework for understanding venture capital, private equity, and private debt — and learn to position alternative assets confidently within client portfolios. For private bankers, wealth managers, and financial advisors. FTS Recognised.

FTS Recognized

4 CPD hours

Half Day

This half-day private investments course in Singapore helps private bankers, wealth managers and financial advisers understand venture capital, private equity and private debt. Participants learn how each asset class works, where key risks arise and how private investments may fit within suitable client portfolios. The program also covers liquidity, portfolio construction and Singapore advisory considerations.

Dates

No program dates are available yet.

Duration

1/2 Day

CPD Hours

Program Fee

S$550

Early Bird: 10% Discount

Choose your session

Pick a date that works for you. A confirmation email with venue details will be sent closer to the date

No open dates found for this course.

What are private investments — and why do they matter to wealth-management clients?

Private investments are assets that are not traded on public exchanges. They include venture capital, private equity and private debt. As a result, they often have different liquidity, valuation and risk characteristics from listed shares and bonds.

For wealth advisers, the challenge is to explain these differences clearly. Therefore, this workshop provides a practical framework for comparing opportunities, assessing trade-offs and discussing suitable allocations with clients.

$13T

global private markets AUM as of 2023

McKinsey Global Private Markets Report, 2024

4.8PTS

annualized outperformance of private equity over public equities over a 23-year period (11.0% vs. 6.2% annualized)

Cambridge Associates data, via CAIA Association long-term performance study

62%

of HNW clients want more alternatives exposure

Capgemini World Wealth Report, 2023

Who should attend this workshop?

Private Bankers

Wealth Managers

Financial Advisors

Independent Financial Advisors (IFAs)

What will you walk away with?

By the end of the session, you’ll have a clear, structured approach to understanding, evaluating, and communicating private investments to clients. Specifically, you’ll be able to:

Explain the core concepts, structures, and characteristics of venture capital, private equity, and private debt — in language your clients will understand and trust.

Assess how alternative investments fit within a client's portfolio, including their role in diversification, risk management, and long-term return enhancement.

Analyze the opportunities and risk-return trade-offs across the three asset classes, including illiquidity premiums, stage risk in VC, and credit risk in private lending.

Build client-aligned strategies that integrate private investments appropriately, with a clear understanding of regulatory and ethical considerations in Singapore's advisory landscape.

What does the program cover?

Five modules that build from fundamentals through to client advisory — each grounded in real market context and applied through case discussion and simulation.

Alternative Investment Fundamentals

Understand the key structures and characteristics of alternative investments — how they’re organized, accessed, and managed relative to traditional asset classes.
Compare the risk-return dynamics of alternatives versus listed equities, bonds, and cash — and where private investments sit on the liquidity-return spectrum.

Market Dynamics & Risk

Examine the key trends driving private markets — interest rate cycles, dry powder levels, deal flow patterns, and the growing democratization of alternatives for wealth clients.
Navigate risk-return considerations including illiquidity, valuation opacity, manager selection risk, and concentration — and how to frame these for clients honestly.

Portfolio Construction

Explore the role of alternative investments in a diversified portfolio — how they reduce correlation to public markets and improve resilience through different market cycles.
Apply portfolio construction principles to alternative allocations: sizing, staging, diversification across vintage years, and managing liquidity constraints.

Asset Class Insights — PE, VC & Private Debt

Private Equity

Understand the main PE strategies — buyout, growth equity, turnaround — and the performance drivers that distinguish strong managers from average ones.

Venture Capital

Navigate the VC funding stages from seed through Series C and beyond — understanding how risk, dilution, and return potential evolve at each stage.

Private Debt

Explore credit structures in private lending — direct lending, mezzanine, distressed debt — and the opportunities they present as a yield-enhancing alternative to public fixed income.

Client Advisory

Develop tailored strategies for different client profiles — matching alternative investments to risk appetite, time horizon, liquidity needs, and wealth goals.
Navigate the regulatory and ethical considerations that apply when recommending private investments in Singapore, including suitability obligations and disclosure requirements.

Why attend this workshop?

Foundational clarity

Private investments can feel opaque — different vocabulary, different mechanics, different risk profiles. This workshop gives you a clear framework for understanding VC, PE and private debt. As a result, you can explain each asset class to clients with confidence.

Practical application

Every module is grounded in real-world case discussions and portfolio simulation exercises. You’ll practice evaluating deal structures, applying portfolio construction principles, and articulating trade-offs to clients in plain advisory language.

Future readiness

Private markets are growing and increasingly accessible to HNW clients. Private markets are becoming more accessible to HNW clients. Advisers who understand VC, PE and private debt can guide clients more confidently and strengthen their advisory value.

Is this workshop IBF-funded?

This program is recognized under the IBF Financial Training Scheme (FTS), which is available only to eligible company-sponsored individuals.

Eligible Singapore Citizens and Permanent Residents may receive 30% funding support.
Eligible Singapore Citizens aged 40 and above may receive 70% funding support.

Funding remains subject to IBF’s prevailing eligibility criteria, funding limits, and terms and conditions.

TGS Reference Number: TGS-2025059699.

Frequently asked questions

Is this workshop suitable for advisors without a private markets background?

Yes. This workshop is designed for client-facing advisors — not investment analysts or fund managers. The focus is on building a practical framework for understanding and communicating private investments to clients, not on quantitative modelling or fund due diligence. Familiarity with basic investment concepts is helpful, but no prior alternative investment experience is required.

What does FTS funding cover?

FTS funding is available only to eligible company-sponsored individuals.

Singapore Citizens and Permanent Residents: 30% funding support.
Singapore Citizens aged 40 and above: 70% funding support.
Funding support for the same course is granted only once per calendar year per participant.
One-off industry-related events, such as conferences and seminars, are not eligible for FTS funding.

Funding eligibility and support are subject to IBF’s prevailing eligibility criteria, funding limits, and terms and conditions. Please refer to the IBF Financial Training Scheme (FTS) page for the latest details.

How many CPD hours will I earn?

You’ll earn 4 CPD hours upon completion of the workshop. This program is also eligible for CACS CPD — completion can be counted toward the non-STS portion of your CACS CPD requirements.

Where is the workshop held?

The workshop is held in-person at a hotel venue in Singapore. The exact address will be confirmed and sent to registered participants by email closer to the session date.

Can my company register multiple participants?

Yes. Group registrations are handled directly by Penny Tang. Contact her at penny.tang@momenta.biz or +65 9003 2890 for group rates and coordinated registration.

Does the workshop cover the regulatory environment for recommending private investments?

Yes. Module 5 (Client Advisory) specifically covers regulatory and ethical considerations relevant to recommending private investments in Singapore — including suitability obligations, accredited investor rules, and disclosure requirements.

What is the cancellation and refund policy?

For questions regarding cancellation or refund matters, please contact us at penny.tang@momenta.biz or call +65 9003 2890. Further details are available on our Terms & Conditions page.

Ready to join us?

Select your preferred session and complete the short form below. We’ll confirm your place and send venue details closer to the date.

1 Submitter

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3 Billing

4 Confirm

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