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Currently Playing: Investments in Private Capital Equity and Debt - Module 3- ALTERNATIVE–CFA® Level I 2026

Get our FREE CFA Level 1 summaries: https://www.finquiz.com/cfa/level-1/summary 🏝️ Alternative Investments = Where Finance Gets Wild Hedge funds, real estate, private equity, commodities—Alt Inv is the “cool kid” of the CFA curriculum. But don’t get it twisted: this section will trip you up if you’re not ready. That’s where FinQuiz steps in. 📚 Battle-Ready Summaries – Liquidity risk? Due diligence? Fee structures? We've decoded it for you 🧩 👉 https://www.finquiz.com/cfa/level-1/summary/ 📖 Stanley Notes – Understand the real mechanics of private equity, REITs, and hedge fund strategies 🎯 👉 https://www.finquiz.com/cfa/level-1/notes/ 📐 Formula Sheet – IRR, NAV, and real estate valuation methods—tight, clean, and test-day ready 👉 https://www.finquiz.com/cfa/level-1/formula-sheet/ 🎯 Question Bank – Tackle real-style questions that blend Alt Inv theory with CFA logic traps 👉 https://www.finquiz.com/cfa/level-1/question-bank/ ⏱️ Mock Exams – Practice like it’s exam day—Alt Inv questions included 👉 https://www.finquiz.com/cfa/level-1/mock-exam/ 📦 All-in-One CFA Level 1 Access 👉 https://www.finquiz.com/cfa/level-1/ 🚀 Go Premium – Get full access, smart structure, and review tools to own Alt Inv 👉 https://www.finquiz.com/cfa-level-1-study-packages/ 🎓 Investments in Private Capital: Equity & Debt (Module 3) – CFA® Level I (2025 & 2026) Timestamp Chapter 00:00 Introduction to private capital 00:46 Defining private equity vs. private debt 02:19 Private-capital strategies: LBOs, VC & growth capital 03:05 LBO deep dive: mechanics, examples & risks 04:48 Venture capital & growth capital explained 05:06 Management buyouts (MBOs) vs. management buy-ins (MBIs) 06:31 Portfolio management & private vs. public equity 08:01 Investing routes: direct PE funds vs. fund-of-funds 09:01 Life cycle of private-equity investments 10:05 VC funding stages: pre-seed → seed → early → late → mezzanine 12:02 Convertible preferred shares & growth-stage minority stakes 12:49 PIPE deals: private investments in public equity 15:47 Exit strategies overview & timing 18:13 Exit route 1: trade sale to strategic buyers 19:48 Exit route 2: IPOs, direct listings & SPACs 20:09 Alternative exits: recapitalizations, secondary sales & write-offs 23:21 Switching gears: intro to private debt 24:17 Why private debt grew post-2008 & how it works 25:25 Private debt categories: direct lending, mezzanine, venture & distressed 27:00 Private-debt toolkit: unitranche & niche financing (litigation finance) 33:07 Risk–return profile of private debt: yield, floating rate & collateral 37:02 Diversification in private capital: vintage years & correlations 40:11 Wrap-up: key takeaways & CFA exam focus Dive deep into private capital strategies, tailored for CFA Level I aspirants. This video masterclass examines Module 3, focusing on the core features and characteristics of private equity and debt : Private equity fundamentals – Explore LBOs, venture capital, lifecycle stages, ownership/control dynamics, valuation issues, exit strategies (IPOs, trade sales, secondaries) Private debt breakdown – Cover direct lending, mezzanine financing, venture debt, distressed debt; including loan covenants and risk–return trade-offs Diversification benefits – Learn how private capital delivers low public market correlation and portfolio-balancing effects Risk factors – Understand illiquidity, concentration risk, vintage-year dependencies, and complex deduction processes ✅ What this video delivers: Clear breakdowns of LOS aligned with CFA® curriculum Insightful examples of private equity deals and debt financing structures Discussion on risk mitigation strategies, vintage year diversification, and performance evaluation Practical exam takeaways for mastering private capital in the CFA Level I syllabus 💡 Who this is for: CFA Level I candidates focusing on Module 3: Alternative Investments Finance students and professionals seeking clarity on private markets Anyone aiming to grasp the unique dynamics of unlisted equity and debt 🔔 Like, comment, and subscribe to continue your CFA prep journey with in-depth lessons on alternative investments!