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Borrowed Wisdom – Opportunities for Debt Investing with BDCs

In a quest for less correlation and a more diversified portfolio, financial advisors are increasingly looking to private credit offerings. Business Development Companies (BDCs) provide an amenable structure to deliver on that need.

To effectively leverage private credit in a client’s portfolio, however, asset level evaluation of the investment thesis is of critical importance. This call looks exclusively at private credit BDCs and how to effectively evaluate the strategy inside the wrapper and capture the benefits of the private credit asset class.


Sean Connor, Principal | Owl Rock Capital
Robert Hoffman, Executive Director | FS Investments
Derek Schwartz, Managing Director and National Sales Manager | CION Securities, LLC


Owen Pinkerton, Partner, Securities and Public Funds | Morris, Manning & Martin, LLP



May 22 2024