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 will look 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.

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Date

Dec 06 2018

Time

Eastern
02:00 PM - 03:00 PM

More Info

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Organizer

Ken Montgomery
Phone
214-808-5004
Email
kmontgomery@ipa.com

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