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.
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 accepted 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 OfficerOrigin Credit Advisers
Cinthia Murphy
Investment StrategistVettaFi
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