Private Debt, Direct Lending & Private Credit: Investor Considerations for 2020
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. In this panel, we will explore the various strategies and their opportunities and risks. We will focus on both the challenges and opportunities in the current pandemic environment.
- Overview of the strategy of each panelists
- Explain the challenges and opportunities your firm has seen in this year of turbulent markets.
- Explain the importance of collateral in your strategy and your firm’s ability to manage that collateral.
- Explain the key drivers of your strategy. What is the expected return and volatility in normal times versus challenging times?
- Outlook for 2021.
Recording
Attachments
Speakers
About
Boomerang Finance, LLC (the “Fund”) has an investment objective of providing income with limited variability in returns. This is accomplished by providing short-term, business-purpose loans secured by real estate in a first lien position with the additional protections of a personal guarantee from borrowers and cross collateralization. All loans are self-originated, and risk managed through careful underwriting, thoughtful portfolio construction and consistent servicing. The majority of borrowers are return clients. Exposure is broad-based, and the Fund is structured as a REIT.
Sheridan is an alternative asset based lender and investor focused on investing in credit opportunities in specialty finance. Sheridan originates asset backed loans to, and purchases whole loans, leases and receivables from, specialty finance originators throughout the United States. Sheridan invests in consumer, commercial and esoteric opportunities within the specialty finance universe.
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.
Horton Point is a family office-based alternative asset management firm. We structure customized investment solutions to fit specific investor objectives, and manage an online marketplace of external alternative funds. Our marketplace provides investors with a one-stop customized multi-manager solution with an added layer of operational oversight and transparency, without a double layer of fees. Other products include tax-advantaged and structured solutions, private lending, and special purpose vehicles for hard-to-access investments. We service qualified investors and their advisors.