Alternatives 360: Client Outcomes, Valuation, and Packaging

Program Description

Alternative investments are no longer the periphery of the portfolio. Today they sit at the center of the conversation between adviser and client. But between the asset and the investor stand three questions that define everything: what outcome the client is seeking, what the asset is really worth, and through which vehicle it is delivered. This program addresses all three.

The proposition is a 360-degree view. Rather than studying alternatives product by product, the course examines them as a system: from the client's objective to the valuation of the asset, and from valuation to the packaging that makes it investable. It is the sequence that separates a product salesperson from a wealth architect.

Eight hours in Virtual Live format, beginning in June 2026. The program is part of the extended PWM 2026 catalog of the Private Wealth Management Institute, with an investment of $30,000 MXN, VAT not included.

General Objective

To offer a comprehensive view of alternative investments centered on the client's outcome, covering the valuation principles of alternative assets and the packaging structures through which these assets reach the wealth portfolio.

Learning Objectives

• 01Position alternative investments within the value proposition for the private wealth client.
• 02Start from the outcome the investor is seeking in order to align alternatives with their profile and horizon.
• 03Understand the valuation principles applicable to alternative assets and their limitations.
• 04Analyze the vehicles and structures through which alternative investments are packaged.
• 05Assess the liquidity, cost, and access implications of each packaging format.
• 06Communicate to the client, with clarity and rigor, the role of alternatives in their portfolio.

Why Take This Program

1. A comprehensive view of alternative investments in a single program: client, valuation, and packaging.
2. Starts from the client's outcome, not the product: the right order in wealth advisory.
3. Addresses the valuation of alternative assets, one of the most demanding competencies in the discipline.
4. Covers packaging: the vehicles and structures that make an alternative asset investable.
5. Virtual Live format: eight hours of live sessions from any location.
6. Begins in June 2026.
7. Concentrated training, designed for professionals with limited schedules.
8. Part of the extended PWM 2026 program catalog of the Private Wealth Management Institute.
9. Investment of $30,000 MXN, VAT not included.
10. The institutional backing of the Private Wealth Management Institute.

Syllabus — Key Topics