Bill Whale serves as the lead for global alternatives research within the multi-asset class management team. In his role, he is responsible for manager selection and oversight that includes sourcing new manager ideas as well as continued monitoring of existing allocations. He also, in conjunction with the director of research and chief multi-asset class strategist, develops PFM’s model alternatives portfolio and the framework for building out alternatives allocations for appropriate clients.
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.
Speakers: Michael Corcelli, Bill Whale, CFA, CAIA, CIPM, Mark Bell, Mark Fitzpatrick, and Brett Hickey
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.