WEBCASTS

Maximize returns and minimize risk with private credit strategies

With their steady income and potential for higher returns, private debt and private credit have become attractive options for financial advisors. But where do they fit in your clients’ portfolios?

Join the experts at Origin Investments for an exciting webcast that will answer that question and uncover what makes these assets particularly compelling today.

November 4, 2024
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Topics will include:

  • The drivers behind growing demand for private credit and debt, with a focus on multifamily real estate
  • How to strategically integrate private credit and debt into your clients’ portfolios
  • Understanding the benefits of private credit and debt

This program is pending acceptance for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, and the American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Tom Briney

President & Chief Investment Officer
Origin Credit Advisers

Cinthia Murphy

Investment Strategist
VettaFi

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