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Private Credit Strategies and Portfolio Application

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This module focuses on private credit investing and its role within private markets. Panelists define private credit and explain how it differs from public credit, while outlining key strategies such as direct lending, asset-based finance, mezzanine debt, and venture lending. The discussion covers investment characteristics, benefits, risks, and the private credit investment process, as well as the advisor’s role in assessing suitability, communicating risks, and ongoing portfolio monitoring.

Speakers:

  • Chi Lee, Head, Private Credit, CIBC Global Asset Management
  • Nick Schwartzstein, Senior Vice President, CIBC Private Wealth
  • Gino Di Censo, Vice President, Fixed Income, CIBC Global Asset Management

Discussion Points:

 

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To receive CE credit from IIROC, MFDA, FP Canada and/or Advocis for watching this program, you must complete the following quiz.

This program is eligible for 0.75 CE Credits CIRO (IIROC) Professional Development.

This program is eligible for 0.75 CE Credits CIRO (MFD) Professional Development.

This program is eligible for 0.75 CE Credits FP Canada Financial Planning.

This program is eligible for 0.75 CE Credits Advocis Practice Competencies: (B) Investment Management.

You must answer at least 7 questions correctly to receive credit.

When you successfully complete the quiz, your activity will be recorded as PASS in your My CE activities.

You will then receive a CE Certificate by email, which you can submit to your accreditation body for CE credit.

For any questions or inquiries please contact [email protected].