Intro to Private Markets & Private Credit Market Update
Matt Eddleman and Jake Polivka join investment professionals from Choreo and Foundation Wealth to analyze the $28.6 billion private market universe and its critical role in modern wealth management. Moving beyond traditional asset allocation, the discussion explores the four key pillars—Private Credit, Private Equity, Real Estate, and Infrastructure—with a specific focus on how "higher-for-longer" interest rates have reinforced the case for diversification beyond public equities and bonds. This session provides practitioners with a comprehensive framework for evaluating the senior position of private credit in the capital structure. This can secure downside protection while aligning fundamentally sound private assets with long-term objectives for income and portfolio resilience.
