The DealCatalyst Podcast
Allocators’ Roundtable: Private Credit as a Portfolio Diversification Strategy and Due Diligence Required
Feb 13, 2024
Christopher
Recorded at DealCatalyst's European Direct Lending & Middle Market Finance Conference.
Topics discussed, included...
- Manager tiering and selection
- Assessing the liquidity of a private credit investment; the role of the secondary market in improving liquidity
- Manager Selection Criteria: size, tenure, ESG, sector exposure and other investor considerations
- Are there are many potential investors as there are stars? How do funds attract their light?
- Retail investors: how to attract wealth management with more liquid and open fund structures
- Investor due diligence:
- What are the key risk factors Allocators should consider?
- What should be implemented internally before putting capital to work, and at what point should a third-party consultant be outsourced? Benefits? Risks?