Private Credit Investing 101 – Barings – 1.27.21

Summary:

Now On Demand.

With interest rates at all-time lows and quality income streams increasingly difficult to source, investors continue to turn to the private credit and BDC marketplace in an effort to achieve outsized income and long-term total return.

Please join us for this in-depth webcast that will cover:

• Opportunities in the private credit marketplace
• Various structures for accessing returns
• Outlook for the year ahead

Speakers:

Ian Fowler is Co-Head of Barings’ Global Private Finance Group, a member of the group’s North American, European and Asia-Pacific Private Finance Investment Committees and President of Barings BDC, Inc. (NYSE: BBDC). He is responsible for leading a team that originates, underwrites and manages global private finance investments. Ian has worked in the industry since 1988 and his experience has encompassed middle market commercial finance, including originating, underwriting and managing senior secured loans, mezzanine and co-investment transactions. Prior to joining the firm in 2012, he was a Senior Managing Director with Harbour Group and co-founded Freeport Financial LLC where he was a member of the Executive Credit Committee and responsible for all business development and capital market initiatives. While at Freeport, he helped build the company into one of the top 5 non-bank affiliated middle market Sponsor finance companies in the U.S. Before Freeport, Ian was Managing Director and Global Group Leader for GE Capital’s Global Sponsor Finance Group. Prior to GE Capital, Ian held various leveraged finance and investment positions with NationsBank and Mellon Bank. Ian holds a B.A. (Honors) from the University of Western Ontario and is a member of the CFA Institute.

Jonathan Bock is Chief Financial Officer of Barings BDC, Inc. and a Managing Director in Barings Global Private Finance Group. Prior to joining Barings in July 2018, Mr. Bock was a Managing Director and Senior Equity Analyst at Wells Fargo Securities specializing in Business Development Companies (BDCs). He has actively followed the BDC space since 2006 and was the chief author of a leading BDC quarterly research publication: the BDC Scorecard. His research is often cited by The Wall Street Journal, Barron’s, and other prominent financial publications. Prior to Wells Fargo, Jonathan followed the specialty finance space at Stifel Nicolaus & Company and A.G. Edwards Inc. Prior to entering sell-side research in 2006, Jonathan was an equity portfolio manager/analyst at Busey Wealth Management in Champaign, Illinois. Jonathan holds a BS in finance from the University of Illinois College of Business and is a member of the CFA Institute.

Daniel Flynn is a member of the Barings’ Global Business Development Group and the Head of U.S. Retail Field Distribution. Dan is responsible for the sales and marketing of the firm’s open-end mutual funds and private strategies to financial advisors, as well as for developing distribution relationships with select RIAs, regional broker-dealers and bank trust departments throughout the South East. Dan has worked in the industry since 1997. Prior to joining the firm in 2013, Dan spent 8 years with Eaton Vance and 5 years with Fidelity Investments in a variety of sales roles. Dan holds a B.A. in Economics from the University of Rochester.