Private Special Situations (2025 Level III CFA® – Private Markets – Learning Module 5)
Dive into CFA Level III with this in-depth walkthrough on Private Special Situations from the CFA® Private Markets Pathway. Jim explains distressed investing, mergers, arbitrage strategies, financial dislocation, and valuation methods that often appear in the exam. Learn how to approach due diligence, analyze risks, and apply models like the Merton framework to real-world private equity and credit situations. Perfect for candidates preparing for CFA Level III and anyone seeking practical insights into private markets.
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Private Markets Pathway
Learning Module 5 – Private Special Situations
LOS : Discuss the characteristics and risks of special investment situations.
LOS : Discuss the features of distressed debt, financing alternatives for issuers in financial distress, and investment strategies in distressed situations.
LOS : Discuss the features of complex investment situations involving financial dislocation or stress.
LOS : Discuss the due diligence and valuation processes used to evaluate special investment situations.
LOS : Discuss the risk and return among special situations and compared to other forms of private debt as part of a strategic asset allocation.
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