[Webcast] Where to Hide Your Bonds: An Overview on Private Credit
June 16: 11:00 am – 12:00 pm
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.
- Learn about the benefits of private credit
- Discuss the tradeoffs between private credit and traditional fixed income
- Review the choices available for investing in private credit for clients
- Industry: RIA Wealth management
- Career Level: All
Who Should Attend?
- Chief investment officer
- Portfolio manager
- Research analyst
- Wealth manager
- Financial planner
Justin Plouffe, CFA
Managing Director and Deputy Chief Officer, Carlyle Global Credit
Vice President, Goldman Sachs Asset Management
Lauren Lehman, CFA
Portfolio Manager, Sol Capital Management
I hr Professional Learning | CFA Institute Competency Framework Skill = Industry & Company Analysis + Portfolio Construction
Member Price: $0 (Free for members)
Non-Member: $25 for non-members