Publications

Now Available
“The Financial Advisor’s Guide to Private Investments”
Authored by Joseph E. DaGrosa Jr. and Arun Kaul, CFA


“The Financial Advisor’s Guide to Private Investments” provides a practical framework for understanding private markets, including private equity, private credit, real estate, infrastructure, portfolio construction, investment structures, manager due diligence, and operational compliance. Written for financial advisors and investors navigating beyond traditional public market portfolios, the book explains how private investments can be evaluated, structured, and incorporated into modern portfolio construction.

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