David Santoriello, Deputy Head of Private Wealth Americas for Golub Capital, discusses direct lending and its role in asset allocation.
WEBCAST – An Income Alternative: Exploring Middle Market Direct Lending
Recent talk of a “golden moment” in private credit has drawn strong client interest to this income alternative. But even as private market direct lending has grown, questions remain about the essential characteristics of this alternative asset class, the ability to maintain its attractive income-centric return profile, and how advisors must navigate manager selection headwinds to achieve better client outcomes.
Join David Santoriello, Deputy Head of Private Wealth Americas, as he covers:
- The emergence of middle market direct lending as “sponsor finance”
- How direct lending managers deliver a private market “premium” in the asset class
- A nuanced approach to asset allocation (and sourcing) with direct lending
Accepted for 1 CFP® / IWI / CFA CE Credit