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Understanding Private Credit

Topic

Investment Planning

Program ID

330974

Hours

1

Format

Self-Study / Recorded webinar

Complexity

Intermediate

Description

In this webcast, experts will discuss how many advisors are seeking alternative income options and improved risk/return portfolio outcomes for their clients, and why understanding the benefits and risks and various considerations of investing in private credit is critical to proper portfolio management. Experts will cover topics such as an overview of private credit, how high yield bonds and broadly syndicated loans differ from private credit, floating rate and alternative income opportunities, as well as an explanation of middle market versus upper middle market. They will discuss portfolio considerations, as well as provide their outlook for the remainder of the year and beyond.

Learning Objectives

Learning Objective: Advisors will receive an overview of private credit, as well as learn about how high yield bonds and broadly syndicated loans differ from private credit, floating rate and alternative income opportunities, as well as an explanation of middle market versus upper middle market.