Live Webinar

Private Credit's Role in a Portfolio


 

Thursday, October 8
10:00 AM ET

 
We'll cover:
  1. How access to private assets has changed
  2. Their role in diversification and portfolio outcomes
  3. How we evaluate fit for your portfolio
  4. More on our strategy and philosophy

Register now

Webinar Overview

Private markets have expanded dramatically in recent years, giving investors access to a universe of opportunity that extends well beyond traditional public markets. In this webinar, we explore why private assets may deserve a place in a well-constructed portfolio by sharing our approach and investment philosophy on the opportunity.

What we'll cover:

  • How the universe of investable companies has changed, and why access matters more than ever
  • The role private assets play in diversification and portfolio outcomes
  • What we consider when evaluating whether an allocation is right for your portfolio
  • An inside look at our strategy, philosophy, and the expertise behind it

Speakers

chris-petrosino-headshot

Christopher Petrosino, CFA®

Head of Investments,
Manning & Napier

jim-morrow-headshot

James Morrow

Founder & Chief Executive Officer, Callodine Group

gene-martin-headshot

Gene Martin

President & Chief Executive Officer, Callodine Credit Management

dana-vosburgh-headshot

Dana Vosburgh, CFP®

Managing Director of Specialized Wealth Services,
Manning & Napier

About Manning & Napier

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