Private Markets & Alternative Investments

Program Description

This is where the edge lies. This is the institute's flagship program, designed for those who already understand public markets and now seek depth: private equity, venture capital, private debt, real estate, digital assets, hedge funds and evergreen funds. It is not a product catalog. It is a roadmap for building real strategies with non-traditional assets.

Eleven parts, 36 sessions and 72 hours. The journey runs from an introduction to the alternative universe — an industry of roughly USD 22 trillion, accounting for close to 15% of global financial assets — to operational detail: due diligence of private debt funds, custody and regulation of digital assets, financial modeling and valuation of private companies, structuring of PE/VC deals, fiduciary structures for individuals and family offices, real estate, hedge funds, and an integrative module on valuation, packaging and manager due diligence with applicable checklists. It closes with Luxury & Art as Alternative Investments: art, watches, collector cars and tokenization.

The faculty is international: Luis Seco, professor at the University of Toronto and director of RiskLab; Jaume Bonet, director of the graduate finance programs at EADA Business School Barcelona; Gary DeWaal, former Senior Counsel at Katten Muchin Rosenman; Eugene Towle, managing partner of Softec; Ariel Fischman, founder of 414 Capital; Karina Caudillo, Regional Manager of OKX for Latin America; Carlo Lombardo, Country Head of LarrainVial; Rodrigo Sánchez Lerma, VP of Venture Capital at Fondo de Fondos; Amicorp Group; Marian Villafañe, founder of ARTVIA; and Mariana Garza.

General Objective

Gain comprehensive knowledge of private market investments and alternative assets, and of how to incorporate them strategically into a family's wealth. Upon completion, participants will know how to evaluate opportunities in private debt, digital assets, private equity, venture capital, real estate, hedge funds and innovative structures such as evergreen funds, and will develop the skills to analyze private companies, structure investment deals and understand the distinctive risk, liquidity and return characteristics of these non-traditional assets.

Learning Objectives

• 01Understand the global landscape of alternative assets, their main categories and their role within a diversified portfolio.
• 02Evaluate private debt funds: direct lending, mezzanine and distressed, with credit analysis and manager due diligence.
• 03Integrate digital assets into wealth planning: blockchain, stablecoins, tokenization of real-world assets (RWA), DeFi, custody and regulatory frameworks (MiCA, SEC/CFTC).
• 04Model and value private companies: financial projections, DCF, comparable multiples and Monte Carlo simulations.
• 05Master the full private equity and venture capital cycle: deal flow, term sheets, due diligence, value creation and exit strategies.
• 06Structure wealth with fiduciary vehicles and evergreen funds for a multigenerational vision.
• 07Analyze real estate and hedge fund investments: cap rates, FIBRAs vs REITs, long/short, global macro and event-driven strategies.
• 08Apply valuation frameworks by asset class (IFRS 13, IPEV guidelines) and execute commercial and operational due diligence of the manager, including red-flag detection.

Why Take This Program

1. The institute's flagship program: 11 parts, 36 sessions and 72 hours devoted to private markets and alternatives.
2. Comprehensive coverage of the alternative asset class: private debt, digital assets, PE/VC, real estate, hedge funds, evergreen funds, fiduciary structures and luxury & art.
3. International faculty: Luis Seco, professor at the University of Toronto and director of RiskLab, teaches Hedge Funds.
4. Jaume Bonet, director of the finance master's programs at EADA Business School Barcelona, teaches Private Equity & Venture Capital.
5. Gary DeWaal (former Senior Counsel, Katten Muchin Rosenman) and Karina Caudillo (OKX) cover digital assets and their global regulation.
6. Ariel Fischman, founder of 414 Capital, with more than 27,000 valuations supervised for more than 150 funds, teaches valuation and packaging of alternatives.
7. A hands-on financial modeling and valuation module with an integrative case: presenting an investment recommendation before a panel of experts.
8. Tools applicable from day one: an ODD checklist with 30 key questions for the GP, 20 red flags and an outcome-product-wrapper-liquidity matrix.
9. Blended Virtual Live and in-person format, from 7:00 to 9:00 pm Mexico City time, at Club de Industriales and IADA Anáhuac.
10. Designed for those who allocate real capital: private wealth bankers, family offices, HNWIs and families.

Syllabus — Key Topics

• Part 1 — Introduction to Alternative Assets: why family offices and HNWIs lead the allocation to alternatives
• Part 2 — Private Debt: direct lending, mezzanine, distressed debt and due diligence of private debt funds
• Part 3 — Digital Assets for Private Wealth Management: blockchain, stablecoins, NFTs, CBDCs, tokenization (RWA) and DeFi
• Institutional custody and self-custody, on-chain due diligence and regulatory frameworks: MiCA, SEC/CFTC, Switzerland and Singapore
• Part 4 — Financial Modeling and Company Valuation: projections, DCF, WACC, multiples and Monte Carlo simulation
• Part 5 — Private Equity & Venture Capital: deal flow, term sheets, due diligence, structuring, value creation and exits
• Part 6 — Evergreen Funds: open-ended vehicles for the multigenerational vision
• Part 7 — Fiduciary Structures for Individuals & Family Offices: trusts, dynasty trusts and offshore jurisdictions
• Part 8 — Real Estate: the property cycle, cap rates, financing, FIBRAs vs REITs and the global real estate portfolio
• Part 9 — Hedge Funds: long/short, global macro, event-driven, quant, alpha/Sharpe metrics and manager due diligence
• Part 10 — Alternatives 360: valuation by asset class (IFRS 13, IPEV), packaging, suitability and GP due diligence
• Listed and structured vehicles: FIBRAs, FIBRA E, CKDs, CERPIs, feeders, secondaries and continuation funds
• Part 11 — Luxury & Art as Alternative Investments: art, watches, classic cars, wine, jewelry and tokenization
• Emphasis on real private investment cases and the construction of alternative portfolios

Faculty

Mariana Garza — Intermediarios & Family Offices · Carlo Lombardo — Country Head, LarrainVial · Karina Caudillo — Regional Manager LATAM, OKX · Gary DeWaal — Former Senior Counsel and Chair, Financial Markets and Regulation, Katten Muchin Rosenman LLP · Rodrigo Sánchez Lerma — VP Venture Capital, Fondo de Fondos · Jaume Bonet — Finance & Management, EADA Business School Barcelona · Amicorp Group · Eugene Towle — Socio Director, Softec · Luis Seco — Partner, Sygma Analysis; Universidad de Toronto · Ariel Fischman — Partner & CEO, 414 Capital · Marian Villafañe — Founder & CEO, ARTVIA