Getting Started With Private Markets
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Getting Started With Private Markets *
Getting Started With Private Markets
‘Getting Started With Private Markets’ is a series of self-help handbooks and an accompanying workbook designed to empower healthcare professionals who are exploring private market investing as a way to diversify their portfolios and build long-term wealth.
The series includes 6 self-paced modules, a workbook, and capstone project - which together progressively guide you towards a foundational understanding of private markets, learning how to evaluate opportunities, and developing a realistic, goal-oriented investment strategy aligned with your unique situation.
Handbooks:
Module 1: An Introduction to Private Markets
Module 2: Understanding the Private Market Landscape
Module 3: Aligning Private Market Investing with Personal Goals
Module 4: Evaluating Investment Opportunities and Due Diligence
Module 5: Building a Private Market Portfolio
Module 6: Setting Expectations and Monitoring Progress
Additional Resources:
Workbook: Interactive guide with hands-on exercises & prompts
Capstone Project: Create Your Own Investing Blueprint
Investor Handbook Series
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Module I - Introduction to Private Markets
What are private markets; Overview and key characteristics; Why private markets attract healthcare professionals; Common misconceptions and myths; and the role of private investments in a diversified portfolio
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Module II - Understanding the Private Market Landscape
Introduction to asset classes: Private equity, venture capital, private credit, and real assets; Stages of private market investing (seed, growth, buyout, etc.); The illiquidity premium: what it is and why it matters;Typical fund structures.
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Module III - Aligning Investing with Your Personal Goals
Financial planning for healthcare practitioners; Setting SMART investment goals (Specific, Measurable, Achievable, Relevant, Time-bound); Understanding liquidity needs and time horizons; Risk tolerance assessment tailored to medical professionals
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Module IV - Evaluating Investment Opportunities and Due Diligence Basics
How to evaluate private funds and direct deals; Understanding fund managers, track records, and fees; Key metrics: IRR, MOIC, cash-on-cash returns; and the importance of diversification across vintages and asset types
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Module V - Building a Private Market Portfolio
Portfolio construction principles for healthcare professionals; Allocation strategies: integrating private markets with traditional investments; Access points: funds, feeder funds, platforms, and syndicates; Tax considerations and entity structuring (for practice owners and individuals)
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Module VI - Managing & Monitoring Your Investments
Setting realistic return expectations; Understanding the J-curve and capital call schedules; Tracking performance and rebalancing; Common pitfalls and behavioral biases to avoid; Building a long-term investment discipline
Investor Workbook & Capstone
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Investor Workbook
Welcome to your personal workbook for Getting Started With Private Markets Investing. This workbook is designed to help you: (1) Reflect on your goals and motivations; (2) Apply course concepts to your own financial situation; and (3) Build a personalized Private Markets Investment Blueprint.
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Capstone Project
Our capstone project is intended to help you create a personalized Private Markets Investment Blueprint: (1) Define investment goals, risk profile, and target allocations; (2) Identify potential access points and next steps; and (3) Outline your 3–5 year action plan.
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