Construct optimized private credit portfolios designed for superior income and capital appreciation. Master advanced portfolio construction and risk management.
Step into "Optimizing Private Credit Portfolios" and master the strategies shaping today's dynamic private credit landscape. This course dives deep into understanding private credit as a distinct asset class, moving beyond the common misconception of it being solely direct lending.
You will explore the historical evolution of private credit, from its origins in distressed and mezzanine finance to its current expansive form, covering the spectrum of risk and return profiles. Learn how to construct robust private credit portfolios tailored to diverse investor goals, whether focused on yield or capital appreciation, and gain insight into the critical role of diversification within this asset class.
Key topics include:
This course will equip you with the expertise to navigate the complexities of private credit, enabling you to identify opportunities, mitigate risks, and optimize portfolio performance in an increasingly significant asset class.
Chartered Alternative Investment Analyst Association
CAIA Association is a global network of forward-thinking investment professionals, redefining the future of capital allocation in a world where traditional and alternative investments are converging at an unprecedented pace. United by a commitment to improving investment outcomes, we lead with authority, educate to inspire, and connect people who turn insight into action. CAIA Association creates dynamic and captivating learning experiences designed to engage investment professionals at every level. Its programs – the CAIA Charter and the CAIA.nxt™ platform – offer critical levels of access to a comprehensive curriculum that equips the investment community with the skills and knowledge needed to build modern portfolios. CAIA Association is a global member-driven community of more than 14,000 professionals, united by a shared commitment to improving investment outcomes and building a more aligned, principled capital market system.
Managing Principal / Private Markets Consultant at Meketa
Mary works with clients to build and manage their private credit and broader alternatives programs. She joined the industry in 2001 and has since worked on the asset management, investment banking, and investment consulting sides of the business. She joined Meketa in 2019. Previous roles: Pension Consulting Alliance, Vice President Silver Creek Capital Management, Director Hewitt EnnisKnupp, Senior Research Consultant Lehman Brothers, Analyst Other responsibilities at Meketa: Private Markets Research Committee
Senior Investment Advisor MBA, CFP® at Moneta
In her role as Senior Investment Advisor, Aoifinn is responsible for leading the team’s overall investment efforts and serving as a liaison to Moneta’s in-house investment department. Aoifinn also operates as the team’s Chicago Market Leader with an emphasis on serving the Family Office Practice. Originally from Ireland, Aoifinn began her career in London as an investment banking associate at Goldman Sachs International and a specialist consultant at Cambridge Associates Limited. She subsequently founded Clontarf Capital, a pan-alternatives research and consulting firm. She later served as CIO for the Policemen’s Annuity and Benefit Fund of Chicago and head of investment for Ireland at Hermes Fund Managers Ireland Limited. When Aoifinn joined Moneta in 2021 as CIO, she brought with her a wealth of experience in institutional client management and alternative investments, coupled with a robust background in portfolio oversight. Her illustrious global career, spanning key financial hubs such as London, Hong Kong, New York City, and Chicago, has enriched her perspective and nurtured her creativity, innovation, and adaptability. Over the years, she has cultivated a vast network of industry contacts and gained exposure to a diverse array of investment manager talent. Most recently, Aoifinn excelled as Moneta’s Chief Global Market Strategist, leveraging her over two decades of experience in the financial industry to provide a truly global investment outlook. Aoifinn is also a licensed attorney and has been a member of the New York Bar since 1996. She holds law degrees from Trinity College Dublin and Oxford University, an MBA from INSEAD in France, and an MSc in Applied Neuroscience from King’s College London. In addition to her professional achievements, Aoifinn hosts and produces The Fiftyfaces Podcast, which highlights diversity and inclusion within the investment industry and other professions. She has completed 55 marathons, speaks German, French, and Spanish, and enjoys traveling, particularly when it involves some skiing in the winter months.
Director of Debt Strategies at New Mexico State Investment Council
Thomas Lofton is currently a Director of Debt Market Investments at New Mexico State Investment Council. Thomas Lofton brings experience from previous roles at Clearwater Analytics, Oregon State Treasury, Principal Financial Group, and Wachovia Securities, Capital Markets Division. He holds a BS in Accounting (1988–1990) from The University of Alabama. He has a robust skill set that includes Asset Management, Investments, Fixed Income, Investment Strategies, and more.
Partner at KKR & Co. Inc.
Daniel Pietrzak joined KKR in 2016 and is a Partner and serves as the Global Head of Private Credit and a portfolio manager for KKR’s private credit funds and portfolios. Mr. Pietrzak is Chief Investment Officer of the KKR / Future Standard joint venture and President and Chief Investment Officer for FS KKR Capital Corp. (FSK), which trades on the NYSE. He also serves on the board of directors of FSK and several KKR Credit portfolio companies, including Pepper and Toorak Capital Partners. Prior to joining KKR, Mr. Pietrzak was a managing director and the co-head of Deutsche Bank’s structured finance business across the Americas and Europe. Previously, Mr. Pietrzak held various roles in the credit businesses of Société Générale and CIBC World Markets. Mr. Pietrzak started his career at Price Waterhouse in New York. Mr. Pietrzak holds an MBA in Finance from The Wharton School of the University of Pennsylvania and a BS in Accounting from Lehigh University. Mr. Pietrzak serves on the Lehigh University Board of Trustees and on the Dean’s Advisory Council for Lehigh’s College of Business, is a member of the Advisory Board of the Scholars of Finance, and serves on the Board of Directors of First Tee – Metropolitan New York.
