Upmarket Investments

09/26/2026 (Sat) 01:30 pm

Beyond Public Markets

Understanding Private Market & Alternative Investments

This session will provide a practical introduction to private market investing - from venture-backed pre-IPO companies to private equity, private credit, and other alternative assets - while also addressing the risks, liquidity considerations, and portfolio questions investors should consider. 

In this session, you will: 

  • Understand why private markets and alternative investments are becoming a larger part of today's investment landscape.

  • Learn about the characteristics of pre-IPO companies, private equity, private credit, and other alternative investment categories.

  • Evaluate the key differences between public and private investments, including liquidity, valuation, access, and risk.

  • Think about how alternative investments may fit within a broader investment portfolio.

The session is intended for educational purposes and does not constitute investment advice or an offer or solicitation to purchase any security or investment product.

Private market and alternative investments involve substantial risks, including loss of principal, limited liquidity, valuation uncertainty, and longer investment horizons. Such investments may not be appropriate for all investors.

Speakers

  • Christopher Yen

    Partner, Simplicity Group
    Upmarket Investments

  • Christine Jan

    Partner
    Upmarket Investments