Allocators’ Roundtable: Private Credit as a Portfolio Diversification Strategy and Due Diligence Required

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?