Investing in Private Market Company Stock (Pre-IPO) Using Nasdaq Private Market: A Guide for Healthcare Professionals

by cognisgrpcom | Nov 20, 2025 | Goals-Based Investments, Personalized Solutions, Private Markets

What is Nasdaq Private Market (NPM)? Nasdaq Private Market is a platform that facilitates buying and selling shares of private companies. It provides liquidity solutions for private company shareholders, including employees and early investors, and offers a...

Using Individual Goals to Personalize Private Market Portfolios: Strategic Wealth Management for Modern Investors

by cognisgrpcom | Nov 20, 2025 | Goals-Based Investments, Personalized Solutions, Private Markets

Private market investments have traditionally followed a one-size-fits-all approach, but modern wealth management recognizes that each investor’s financial journey is unique. Your individual goals, risk tolerance, and investment timeline should drive how you...

The Secondaries Market: Growing Importance and Implications for Liquidity and Retail Access

by cognisgrpcom | Nov 11, 2025 | Goals-Based Investments, Market Updates & Insights, Personalized Solutions, Private Markets

The private market secondaries industry has grown dramatically over the past decade. According to Evercore’s 2024 Secondary Market Survey, global secondary transaction volume reached approximately $120–130 billion in 2023, up from just $25 billion a decade earlier....

Blending Income and Growth: How Private Credit and Private Equity Interval Funds Create Superior Risk-Adjusted Portfolio Returns

by cognisgrpcom | Nov 5, 2025 | Goals-Based Investments, Personalized Solutions, Private Markets

Investors seeking to optimize their portfolio performance are increasingly turning to interval funds that combine private credit and private equity strategies. These hybrid investment vehicles offer a compelling solution for accessing traditionally illiquid...

Understanding the Role of the Adviser in ’40 Act Closed-End Funds: Essential Private Markets Knowledge for Medical Professionals

by cognisgrpcom | Nov 4, 2025 | Goals-Based Investments, Personalized Solutions, Private Markets, Risk Management

Medical practitioners seeking diversification beyond traditional investment vehicles increasingly turn to ’40 Act closed-end funds that access private markets. These regulated investment structures combine the institutional-quality opportunities...

The Convergence of MedTech, AI, and Private Capital: A Healthcare Professional’s Guide to Accessing Private Markets Through 40 Act Closed End Funds

by cognisgrpcom | Nov 3, 2025 | Goals-Based Investments, Personalized Solutions, Private Markets

Healthcare technology is experiencing unprecedented growth as artificial intelligence transforms medical diagnostics, treatment protocols, and patient care delivery. Private equity and venture capital investment in healthcare technology surged 50% in 2024 to $15.62...