CAIA Virtual Chapter - Optimizing Private Credit Portfolios


This event looked in-depth at structuring a private credit portfolio – key building blocks, such as direct lending, asset-based finance, real estate debt, capital solutions, etc. – and how to ‘optimize’ these to achieve a desired risk/return objective. We heard from top investors, consultants and managers in this space. Through this event, we tackled the key questions that are top-of-mind for investors, such as when or whether to lever a direct lending allocation, when to diversify geographically, the rise of asset-based finance, preparing a portfolio to take advantage of market dislocations, and more.