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Private Credit Foundations

By Sagard with CE Corner

This webinar session will provide a comprehensive introduction to private credit: what it is, how it works, and how it can fit into investment portfolios.

You will learn:

  • The Fundamentals of Private Credit: Clear explanations of what private credit is, how different strategies work, and where they fit within the capital structure
  • How Deals Work: What goes into a private credit transaction, from origination and underwriting to monitoring and intervention
  • Risk and Return Drivers: Why private credit has the potential to deliver higher yields than liquid public bonds
  • Liquidity and Structure: The tradeoffs between liquid and illiquid funds, the illiquidity premium, and how structures – including tools such as broadly syndicated loan (BSL) sleeves – are designed to manage liquidity
  • Client Considerations: Key factors in managing client expectations, including portfolio fit, access to capital, and valuation mechanics

Private Credit Foundations

Accreditation Details

Accreditation body

Competency

Credits

FP Canada

Financial Planning

1.00

CIRO-ID (IIROC)

Professional Development

1.00

CIRO-MFD (MFDA)

Professional Development

1.00

Course Type:

Video

Passing Grade:

6/8 (75%)