Start Date / Programs / Extended Catalog

Evergreen Funds

Permanent capital for wealth that thinks in decades.

Virtual Live2 hoursMay 2026

Program Description

Private markets are changing shape. Evergreen funds — permanent-capital vehicles with continuous subscription — have become one of the fastest-growing structures within alternative investments. Understanding them is no longer optional for anyone who advises or manages wealth.

This 2-hour masterclass, delivered in Virtual Live format, concentrates on the essentials: what evergreen funds are, how they are structured, how they manage liquidity and how they differ from traditional closed-end funds. The objective is to leave with independent judgement to evaluate, recommend or challenge them.

The programme forms part of the 2025-2026 Training Programs Calendar of the Private Wealth Management Institute and is designed both for the sell side — bankers, advisers and investment teams — and for the buy side: entrepreneurs, families and family offices who receive these proposals at their table.

General Objective

To equip participants with a clear and applicable understanding of evergreen funds: their structure, their liquidity mechanics, their advantages and their risks, in order to assess with sound judgement the role they can play within a wealth portfolio or within an adviser's offering.

Learning Objectives

  • 01Understand what an evergreen fund is and how it differs from traditional closed-end private markets funds.
  • 02Identify the structural features, continuous subscription and permanent capital characteristics of these vehicles.
  • 03Analyse the liquidity mechanics of evergreen funds and their implications for the investor.
  • 04Evaluate the advantages and limitations of the evergreen format against finite-life funds.
  • 05Recognise the risks and the key questions to ask before investing in or recommending these structures.
  • 06Assess the role of evergreen funds within a diversified wealth portfolio.

Why Take This Program

  1. A 2-hour executive format: the essentials of a frontier topic, without digression.
  2. Virtual Live format: a real-time session with direct interaction from any city.
  3. Begins in May 2026, within the 2025-2026 Training Programs Calendar.
  4. A topic in full expansion within private markets and alternative investments.
  5. Delivered by the Private Wealth Management Institute, a pioneering institute unique of its kind in Mexico and the Americas.
  6. A faculty of practitioners with real-world experience in private banking, investment banking and asset management.
  7. Executive methodology: discussion of real cases and peer-to-peer work.
  8. Knowledge ready for immediate use: criteria and decision frameworks applicable at once with clients and committees.
  9. A dual perspective: useful for those who advise wealth (sell side) and for those who own it (buy side).
  10. High-level networking in an environment of confidentiality, with tuition of $10,000 MXN plus VAT.

Syllabus — Key Topics

  • What evergreen funds are and how they differ from traditional closed-end funds
  • Permanent capital structure and the mechanics of continuous subscription
  • Managing the vehicle's liquidity and its implications for the investor
  • Advantages and limitations against finite-life funds
  • Valuation and risk considerations for the private wealth investor
  • The role of evergreen funds in the portfolios of individuals, families and family offices