Westcourt Academy
Alternative Investment Courses & Training
About The Westcourt Academy
As public markets shift and private investments take center stage, advisors need more than just education – they need a dynamic space to connect with experts and learn about alternative investments.
Westcourt Academy delivers a powerful curriculum blending theory with real-world application. From private equity and real estate fundamentals to sector deep-dives and portfolio construction, our tailored learning paths fit every stage of your learning journey. With on-demand videos, articles, and podcasts, learning has never been more accessible.
CIRO-accredited, Westcourt Academy’s educational modules are crafted to give investment advisors an edge in alternative investments and the expertise to guide more holistic, comprehensive client conversations.
Explore Our Courses
The CIRO-approved cycle is noted in each webinar description.
Webinars approved for Cycle 10 (2024-2025) are currently pending renewal for Cycle 11 (2026-2027).
Demystifying Structured Products
1.25 CE Credits – Approved for Cycle 11
Register to tune in to our on-demand continuing education (CE) webinar “Demystifying Structured Products”, where Julie He, Principal and Portfolio Manager, will provide an overview of the foundation of structured products along with an in-depth discussion on the valuation and application of these investments within a portfolio. During this webinar, the following topics are covered:
- The foundation and components of structured notes.
- Positioning structured products as tools to deliver defined, outcome-oriented investment profiles that are difficult to replicate using traditional securities.
- Distinguishing core payoff structures and aligning them with specific client objectives and market views.
- Understanding how interest rates and volatility influence structured product terms.
- Evaluating the issuer’s role and key risks, including issuer credit risk and note liquidity.
Technology & AI Investing: A Differentiated Approach
1.00 CE Credit – Approved for Cycle 10
Tune into our continuing education (CE) webinar, Technology & AI Investing: A Differentiated Approach, where Rob Janson, Co-CEO, CIO, and Lead Portfolio Manager, provides an overview of the technology investment landscape and the infrastructure that underpins this evolution, as well as the opportunities and constraints shaping the AI investment landscape.
Learning Objectives:
- Understand the principal avenues for investing in technology across asset classes.
- Identify the technology value chain.
- Evaluate access vehicles, structures, and strategies for investors in the context of a portfolio.
Demystifying Private Debt
1.25 CE Credits – Approved for Cycle 10
Tune in to our continuing education (CE) webinar, where Rob Janson, Co-CEO, CIO, Lead Portfolio Manager, provides an overview of the foundation of Private Debt, coupled with an in-depth discussion on the valuation and application of these investments within a portfolio.
During this webinar, the following topics will be covered:
- An overview of Private Debt.
- Core strategies observed in the Private Debt market landscape.
- The state of Private Debt and recent trends.
- Private Debt in the context of a portfolio.
Integrating Alternatives in an Uncertain Market Environment
1.25 CE Credits – Approved for Cycle 10
In this continuing education (CE) webinar, Rob Janson, Co-CEO, CIO, Lead Portfolio Manager, provides a practical and timely exploration of how asset allocators navigate volatility, manage downside risk, and incorporate private market strategies alongside traditional public assets.
Learning Objectives:
- Understand the structural challenges facing traditional portfolios in today’s uncertain macro landscape.
- Learn how investment frameworks are evolving within the private markets.
- Gain insight into the different types of alternative strategies and how they contribute to building more resilient portfolios.
Demystifying Private Infrastructure
1.25 CE Credits – Approved for Cycle 10
Tune in to our continuing education (CE) webinar, where Rob Janson, Co-CEO, CIO, Lead Portfolio Manager, provides an overview of the foundation of Private Infrastructure, coupled with an in-depth discussion on the valuation and application of these investments within a portfolio.
During this webinar, the following topics will be covered:
- An overview of Infrastructure.
- Core strategies observed in the infrastructure market landscape (Core, Core+, Value-Add).
- Recent trends of Infrastructure.
- Infrastructure in the context of a portfolio.
Operational Due Diligence: Best Practices for External Fund Manager Oversight
1.00 CE Credit – Approved for Cycle 10
Register to tune in to our on-demand continuing education (CE) webinar “ODD: Best Practices for External Fund Manager Oversight” where Rob Janson, Co-CEO, CIO, Lead Portfolio Manager, provides an overview of the importance of ODD and several key factors investors should evaluate when assessing private market funds. During this webinar, the following topics are covered:
- What is ODD and why it is crucial for safeguarding capital.
- ODD processes.
- Some key areas of focus such as manager alignment, cybersecurity, compliance, and valuation.
Solving for the Pitfalls of Traditional Private Equity
1.00 CE Credit – Approved for Cycle 10
Register to tune in to our on-demand continuing education (CE) webinar “Solving for the Pitfalls of Traditional Private Equity”, where Rob Janson, Co-CEO, CIO, Lead Portfolio Manager, engages in a discussion on how to solve for the pitfalls of traditional, closed-ended private equity. During this webinar, the following topics are covered:
- The role of private equity in high-net-worth investors’ portfolios.
- Challenges faced by investors when allocating to traditional private equity structures.
- Shortcomings of traditional private equity (e.g., IRR modification, traditional capital call structure, the long-dated “never-never” fund, etc.).
- New ways investors are shifting their approach to their allocations to private equity.
Exploring Real Estate Investment Trusts
1.25 CE Credits – Approved for Cycle 10
Register to tune in to our on-demand continuing education (CE) webinar “Exploring Real Estate Investment Trusts”, where Rob Janson, Co-CEO, CIO, and Lead Portfolio Manager, examines and share detailed insights on several topics, including:
- Structural tailwinds currently supporting Canadian multi-family real estate, and
- Valuation and profitability frameworks of real estate investment trusts.
Have Questions About The Courses or Credits?
