Westcourt Academy

Register to tune in to our on-demand continuing education (CE) webinar “Institutional Operational Due Diligence: Best Practices for External Fund Manager Oversight” where Rob Janson, Co-CEO, CIO, Lead Portfolio Manager, provides an overview of the importance of Operational Due Diligence (“ODD”) and several key factors investors should evaluate when assessing private market funds. During this webinar, the following topics are covered:

• What is ODD and why it is crucial for safeguarding capital.
• ODD processes.
• Some key areas of focus such as manager alignment, cybersecurity, compliance, and valuation.

Learning Objectives:

• Articulate the critical importance of operational due diligence (ODD) as a tool for mitigating non-investment risks such as fraud, compliance failures, and operational breakdowns.
• Identify the key pillars of an institutional ODD framework, including governance, compliance, cybersecurity, and valuation, that help to ensure a manager’s infrastructure is robust and secure.
• Develop a practical understanding of how to spot critical red flags.
• Explain how a thorough due diligence process not only protects clients but also enhances the advisor’s own fiduciary standing and professional reputation.

This webinar provides 1.0 CE Credit. Attendance for the full session is required.

Approved for CIRO cycle 2024 – 2025

Rob Janson, Co-CEO, CIO, and Lead Portfolio Manager, shares an overview of the state of the capital markets, and address both the benefits and challenges behind the adoption of alternative and private markets investments. Rob also discusses portfolio construction techniques using alternatives and further examine how advisors can appropriately integrate these strategies in client portfolios.

Learning Objectives:

• Articulate why the traditional 60/40 portfolio is insufficient in the current market environment, and how alternatives can support investors in achieving long-term financial goals.
• Position alternative investments as essential portfolio diversifiers that can provide uncorrelated returns, inflation protection, and lower volatility.
• Differentiate the primary roles of various alternative asset classes within a portfolio.
• Construct a compelling case for shifting a portion of a traditional allocation to a diversified mix of alternatives to improve long-term, risk-adjusted returns and achieve more certain outcomes.

This webinar provides 1.25 CE Credits. Attendance for the full session is required.

Approved for CIRO cycle 2024 – 2025

Register to tune in to our on-demand continuing education (CE) webinar “Demystifying Private Debt”, where Rob Janson, Co-CEO, CIO, Lead Portfolio Manager, provides an overview of the foundation of Private Debt, coupled with an in-depth discussion on the valuation and application of these investments within a portfolio. During this webinar, the following topics are covered:

• An overview of Private Debt.
• Core strategies observed in the Private Debt market landscape.
• The state of Private Debt and recent trends.
• Private Debt in the context of a portfolio.

Learning Objectives:

• Understand the structural shift in lending from banks to private lenders and how this secular trend creates a persistent and scalable opportunity for investors.
• Articulate the value proposition of private debt as a source of stable, high-yield income with a low correlation to public markets, making it a powerful portfolio diversifier.
• Differentiate the primary strategies within private debt, particularly direct lending, and explain their corresponding risk-return profiles within the corporate capital structure.
• Analyze how private debt can enhance a traditional fixed-income allocation by offering floating-rate exposure as a hedge against rising rates and capturing a significant illiquidity premium.

This webinar provides 1.25 CE Credits. Attendance for the full session is required.

Approved for CIRO cycle 2024 – 2025

Register to tune in to our on-demand continuing education (CE) webinar “Solving for the Pitfalls of Traditional Private Equity”, where Rob Janson, Co-CEO, CIO, Lead Portfolio Manager, engages in a discussion on how to solve for the pitfalls of traditional, closed-ended private equity. During this webinar, the following topics are covered:

• The role of private equity in high-net-worth investors’ portfolios.
• Challenges faced by investors when allocating to traditional private equity structures.
• Shortcomings of traditional private equity (e.g., IRR modification, traditional capital call structure, the long-dated “never-never” fund, etc.).
• New ways investors are shifting their approach to their allocations to private equity.

Learning Objectives:

• Articulate the key drawbacks of traditional closed-end private equity funds, such as long lockups, unpredictable capital calls, and the J-curve effect, that have historically been barriers for affluent investors.
• Evaluate why certain measures of performance, such as IRR, can be a misleading metric.
• Position evergreen fund structures as a modern solution that provides simplified, immediate access to a diversified private equity portfolio without the operational burdens of traditional drawdown models.

This webinar provides 1.00 CE Credit. Attendance for the full session is required.

Approved for CIRO cycle 2024 – 2025

Register to tune in to our on-demand continuing education (CE) webinar “Demystifying Infrastructure”, where Rob Janson, Co-CEO, CIO, Lead Portfolio Manager, will provide an overview of Private Infrastructure as an asset class, coupled with an in-depth discussion on the benefits and role it can play in client portfolios. During this webinar, the following topics will be covered:

• An overview of Infrastructure.
• Key strategies observed in the Infrastructure market landscape (Core, Core+, Value-Add).
• Recent trends of Infrastructure.
• Infrastructure in the context of a portfolio.

Learning Objectives:

• Understand the broad universe of infrastructure assets and the differences between infrastructure strategies, types, and stages.
• Analyze the demand for infrastructure spending globally and how this can create a durable, long-term opportunity for private capital to generate attractive, risk-adjusted returns.
• Position private infrastructure as a core portfolio holding that can offer stable, long-term cash flows with defensive characteristics and a low correlation to economic cycles.
• Differentiate the risk-return profiles of various infrastructure strategies, from lower-risk assets to higher-return opportunities.

This webinar provides 1.25 CE Credits. Attendance for the full session is required.

Approved for CIRO cycle 2024 – 2025

Register to tune in to our on-demand continuing education (CE) webinar “Demystifying Structured Products”, where Julie He, Principal & Portfolio Manager, provides an overview of the foundation of Structured Products, coupled with an in-depth discussion on the valuation and application of these investments within a portfolio. During this webinar, the following topics are covered:

• Common misconceptions about Structured Products.
• Building blocks and secondary pricing of Structured Products.
• Core strategies observed in the Structured Products market landscape.
• Ways investors can implement Structured Products in their portfolios.

Learning Objectives:

• Understand the fundamental and components of structured notes.
• Position structured products as tools for creating defined, outcome-oriented investment profiles that cannot be easily replicated with traditional securities.
• Differentiate the core payoff structures and identify the client objectives and market views for which each is best suited.
• Evaluate how key market inputs like interest rates and volatility impact the terms of a structured product, enabling advisors to identify opportune times to use them.
• Articulate the role of the issuing bank and the primary risks involved, including the credit risk of the issuer and the liquidity considerations of the note.

This webinar provides 1.25 CE Credits. Attendance for the full session is required.

Approved for CIRO cycle 2024 – 2025

Register to tune in to our on-demand continuing education (CE) webinar “Exploring Real Estate Investment Trusts”, where Rob Janson, Co-CEO, CIO, and Lead Portfolio Manager, examines and share detailed insights on several topics, including:

• Structural tailwinds currently supporting Canadian multi-family real estate, and
• Valuation and profitability frameworks of real estate investment trusts.

Learning Objectives:

• Articulate the unique, long-term investment thesis for Canadian multifamily real estate, driven by structural supply shortages and strong demographic tailwinds.
• Analyze the key drivers of REIT returns, including rental income growth, property appreciation, and value creation through value-add techniques and debt management.
• Explain the importance of net operating income and capitalization rates as the fundamental determinants of property valuation and, ultimately, investment performance.
• Evaluate how active property management and a strategic acquisition lifecycle contribute to long-term value creation beyond simple market appreciation.

This webinar provides 1.25 CE Credits. Attendance for the full session is required.

Approved for CIRO cycle 2024 – 2025