Accessing Credit Offerings through Portfolio Diversifying Investments
In a quest for less correlation and a more diversified portfolio, financial advisors are increasingly looking to private credit offerings. To effectively leverage private credit in a client’s portfolio, however, asset level evaluation of the investment thesis is of critical importance. This call will look exclusively at private credit investments and how to effectively evaluate the strategy inside the wrapper and capture the benefits of the private credit asset class.
Jacob Heidkamp, JD, MBA
Michael A. Reisner