Direct Insights Call Series: Accessing Credit Offerings through Closed End Funds

In a quest for less correlation and a more diversified portfolio, financial advisors are increasingly looking to private credit offerings. Closed end funds 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 looks exclusively at private credit closed end funds and how to effectively evaluate the strategy inside the wrapper and capture the benefits of the private credit asset class.

Moderator:
Dana Woodbury, Founder and Chairman, Buttonwood Investment Services

Panel:
Randy Anderson, President, Griffin Capital Asset Management Company
Blair Reid, Partner, Senior Portfolio Manager, BlueBay Asset Management LLP
Louis Greco, Managing Director, CION Securities