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Event

Private Debt & Direct Lending Opportunities in 2021

Hosted by FLAIA
April 15, 2021
12:00 PM - 13:00 PM
Panel
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Private Credit offers the potential for a strong alternative to traditional fixed income but it is important for investors to understand the different types of private credit–especially in uncertain times like now. In this panel, we will explore the various strategies and their opportunities and risks. We will focus on both the challenges and opportunities in this current pandemic environment.

  • Review of 2020 Performance
  • Outlook for 2021
  • Inflationary or Deflationary Environment
  • Defaults & Restructuring
  • Navigating the New Normal in Private Debt and Direct Lending Origination

Recording

Private Debt & Direct Lending Opportunities in 2021

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Speakers

Michael Corcelli
Managing Member @ FLAIA
Bill Whale, CFA, CAIA, CIPM
Global Alternatives Manager @ PFM Asset Management
Mark Bell
Head of Family Office Services and Private Capital @ Balentine
Mark Fitzpatrick
Managing Partner @ Glide Capital
Brett Hickey
Chief Executive Officer @ Star Mountain Capital

About

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FLAIA is an open access platform of alternative investments for institutions, wealth advisors, family offices, RIAs, and accredited investors. General Partners gain access to a vertically integrated digital & traditional fintech marketplace. Investors gain access to special opportunities, educational webcasts and digital events. All of our digital events, educational content and alternative investment opportunities are available in one place under a single sign on.

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PFM Asset Management LLC provides investment advisory services. The Company offers portfolio and bond proceeds management, financial planning, quantitative strategies, and investment advisory services. PFM Asset Management serves clients throughout the United States.

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Glide partners with wealth advisors, family offices and institutional investors to build a customized portfolio, based on the specific objectives of their firm. Glide eliminates the significant financial and time commitment normally required to build a diversified portfolio by providing our clients with manager souring, due diligence, technology, research and a unique structure that allows firms to efficiently manage portfolios through their custodian. Glide has an experienced investment team which has reviewed over 600 private credit managers. Our goal is to provide the wealth managers with a best in class private credit offering which allows them to build better portfolios in an efficient manner. Glide Capital is SEC registered and has over $500 million in assets under management. Glide works with both US and international wealth management firms.

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Star Mountain is a specialized asset management firm focused exclusively on the U.S. lower middle-market by investing debt and equity directly into established operating companies, making strategic investments into fund managers and purchasing secondary fund positions. Star Mountain Capital, founded in 2010 by Brett Hickey, is a specialized asset management firm focused exclusively on the large and fragmented U.S. lower middle-market. Backed by some of the world’s most sophisticated institutional and high-net-worth investors, Star Mountain has developed a unique and proprietary platform to provide investors with highly diversified access to the attractive risk-reward opportunities available from established businesses that are not large enough to access the more efficient U.S. capital markets.

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Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina, providing financial planning and investment management services for business owners and their families. For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community.