About this Event
Join us for lunch on the westside at Rosewood Grill, How to Make Sense of the Private Credit Landscape and What to Consider When Investing in the Space with Dan Stack, Director/Regional Manager, AllianceBernstein (AB) and Maren Lapham, Vice President/Alternatives Product Specialist, AB CarVal
Private Credit has been on a tear over the last several years, altering the investment landscape while providing investors and lendersaccess to a new set of potential opportunities. However, with the tremendous flow of assets comes certain risks, real and perceived.
Please join us for a Discussion About Private Credit Alternatives
-The rise of private credit as an asset class and the current state of the market; why it’s become so noisy; the risks and theopportunities
-Deeper dive into private credit: highlight the sub-sectors and investment approaches that fall under private credit and the size anddiversification of the market. Dispersion of returns are large within the private credit category, knowing these nuances is important.
-Fund structures pros/cons (interval/evergreen vs drawdown, closed-end vs BDC, public vs private). Considerations when investing:target returns, typical flow of income/returns, and how return of capital works depending on fund type.Hosted by:
Dan Stack, Director/Regional Manager, AllianceBernstein (AB)
Special Guest Speaker:
Maren Lapham, Vice President/Alternatives Product Specialist, AB CarVal
Ms. Lapham is a vice president and alternatives product specialist with AllianceBernstein (AB), focused on distribution and clientengagement of private alternatives in US Retail. Prior to joining AB, Ms. Lapham held capital formation and investor relations roles withStillwater Asset Management, Northmarq and Pine River Capital Management. She earned a B.A. from Bowdoin College and an M.B.Afrom the University of Minnesota. Ms. Lapham is a Chartered Alternative Investment Analyst and serves on the Minneapolis committee for100 Women in Finance.
October 18th 12:00 to 1:30pm
Rosewood Grill, Westlake, 2033 Crocker Road
This roundtable will have two locations: Eastside Breakfast at the Corporate College Warrensville Heights, (please register for the breakfast at this separate registration link HERE) and Westside Lunch at Rosewood Grill, Westlake, 2033 Crocker Road - THIS IS A NEW LOCATION FOR WESTSIDE LUNCHES
Breakfast and lunch brought to you by Star Mountain Capital
Learn about Star Mountain Capital
Join CFA Society Cleveland as a local member and attend events free. Find membership information ,
CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.
Event venue & nearby stays
Rosewood Grill Westlake, 2033 Crocker Road, Westlake, United States
Concerts, fests, parties, meetups — all the happenings, one place.