Key Takeaways
- • Crowd Street and Callan launched an educational webinar series designed to demystify private market asset classes for individual investors, beginning with a private credit session on March 25 featuring Callan VP Cos Braswell.
- • The series represents a formalized partnership between Crowd Street (a private markets investment platform) and Callan (an institutional investment consulting firm serving hundreds of institutional clients), combining retail accessibility with institutional-grade expertise.
- • Educational content spans multiple private market asset classes including private credit and private equity, with subsequent sessions featuring Callan professionals such as SVP David Wong, addressing investment types, market conditions, and key risks.
- • The initiative directly addresses growing individual investor interest in private markets by providing transparency and education on underwriting processes, deal evaluation, and fund fundamentals before capital deployment.
- • CEO John Imbriglia positioned the webinar series as part of Crowd Street's commitment to education and transparency as private market access expands to retail investors.
Summary
Crowd Street, a private markets investment platform, announced a new educational webinar series in partnership with Callan, an investment consulting firm with a deep institutional client base. The collaboration aims to help individual investors navigate an increasingly complex private markets landscape as retail participation in alternative assets grows. The series launches with a focus on private credit, scheduled for March 25, with subsequent sessions covering additional asset classes including private equity.
The first webinar, "Private Credit Investing," will be led by Cos Braswell, Vice President in Callan's Alternatives Consulting Group. Braswell's session will cover market overview fundamentals, including types of loans available in the private credit space and the underwriting processes that underpin credit decisions. The format includes live Q&A, enabling retail participants to engage directly with institutional expertise. This educational model reflects both companies' recognition that expanded access to private markets requires parallel investment in investor knowledge.
John Imbriglia, CEO of Crowd Street, framed the initiative as essential to maintaining transparency as private market access democratizes. "As access to private markets expands, education becomes even more important," Imbriglia stated. "Our members are increasingly exploring opportunities beyond traditional investments, and our collaboration with Callan helps ensure members have access to educational resources grounded in professional experience." The webinar series extends an existing Crowd Street-Callan partnership and signals institutional confidence in retail private markets participation.
Subsequent sessions will feature additional Callan professionals from the alternatives consulting group, addressing private equity investment types, market conditions, and key risks. Each webinar is designed as a standalone session, allowing investors to focus on specific asset classes relevant to their investment objectives. The series underscores a broader market trend: as private markets become more accessible through platforms like Crowd Street, institutional firms like Callan are extending advisory and educational services to retail audiences, bridging the traditional gap between institutional and individual investor resources.
The first webinar, "Private Credit Investing," will be led by Cos Braswell, Vice President in Callan's Alternatives Consulting Group. Braswell's session will cover market overview fundamentals, including types of loans available in the private credit space and the underwriting processes that underpin credit decisions. The format includes live Q&A, enabling retail participants to engage directly with institutional expertise. This educational model reflects both companies' recognition that expanded access to private markets requires parallel investment in investor knowledge.
John Imbriglia, CEO of Crowd Street, framed the initiative as essential to maintaining transparency as private market access democratizes. "As access to private markets expands, education becomes even more important," Imbriglia stated. "Our members are increasingly exploring opportunities beyond traditional investments, and our collaboration with Callan helps ensure members have access to educational resources grounded in professional experience." The webinar series extends an existing Crowd Street-Callan partnership and signals institutional confidence in retail private markets participation.
Subsequent sessions will feature additional Callan professionals from the alternatives consulting group, addressing private equity investment types, market conditions, and key risks. Each webinar is designed as a standalone session, allowing investors to focus on specific asset classes relevant to their investment objectives. The series underscores a broader market trend: as private markets become more accessible through platforms like Crowd Street, institutional firms like Callan are extending advisory and educational services to retail audiences, bridging the traditional gap between institutional and individual investor resources.
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