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[Webcast] Where to Hide Your Bonds: An Overview on Private Credit

June 16: 11:00 am12:00 pm

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Interest rates have risen dramatically in 2022 but remain low, especially when compared to elevated inflation levels. Investment-grade debt is still yielding less than inflation.

Historically, most RIAs have focused on liquid, investment-grade bonds or ETFs and mutual funds that invest in liquid bonds to fulfill the fixed income mandate in client portfolios. Now, RIAs are utilizing or evaluating private credit alternatives for client portfolios. Please join us and learn why RIAs need to evaluate the pros and cons of private credit for their clients.

Learning Objectives:

  1. Learn about the benefits of private credit
  2. Discuss the tradeoffs between private credit and traditional fixed income
  3. Review the choices available for investing in private credit for clients

Target Audience:

  • Industry: RIA Wealth management
  • Career Level: All

Who Should Attend?

  • Chief investment officer
  • Portfolio manager
  • Research analyst
  • Wealth manager
  • Financial planner

Speakers

 

Justin Plouffe, CFA
Managing Director and Deputy Chief Officer, Carlyle Global Credit

Itai Baron
Vice President, Goldman Sachs Asset Management

 

Moderator:

Lauren Lehman, CFA
Portfolio Manager, Sol Capital Management

Qualifications

I hr Professional Learning | CFA Institute Competency Framework Skill = Industry & Company Analysis + Portfolio Construction

Registration

Member Price:   $0  (Free for members)

Non-Member:  $25 for non-members

 

 

Registration closes June 14th at 12:00 PM.

Details

Date:
June 16
Time:
11:00 am – 12:00 pm
Event Category:

Organizer

Allie Vignoli
Email:
events@cfawashington.org

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