Private Credit - Private Markets Playbook

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Accepted for 2 CFP / IWI / CFA CE Credits

June 27, 2025 • 12PM – 2PM ET

The Private Credit session will provide an in-depth discussion on how advisors can potentially enhance yields and portfolio diversification utilizing private credit strategies. Join us for this 2 hour, interactive program covering:

Overview of the private credit investment landscape
The benefits of floating interest rates and senior-secured lending
Portfolio construction and asset allocation considerations
Historical performance, risks, structures and access

For technical support or questions on CE credits, email or call us at 704.540.2657.