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Webinar: The Mighty Mid-Market

March 12, 2026

What dislocation reveals about private markets opportunities

Periods of stress within the macro environment often reshape opportunity. Mid-market direct investing can provide diversified exposure to high-quality businesses—without the traditional private equity fee drag. Join us Thursday, March 26 at 3:00 PM ET, for a manager-led webinar exploring how this strategy integrates into advisor portfolios.

Capital Dynamics will highlight its direct investment approach—focusing on disciplined underwriting, global sourcing, and active deal-level diligence across the mid-market, especially through times of repeated market disruptions.

Topics Covered:

  • Strategy overview: Access to ~35 high-quality companies across the globe
  • Institutional diligence: Dedicated deal teams underwriting each opportunity
  • Portfolio application: A cost-efficient structure at approximately half the fees of traditional PE models

When:
Thursday, March 26th
3:00 PM – 3:30 PM ET

Disclosure: Information presented is for educational purposes only, are subject to change from time to time and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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