WEBINAR

Exploring Private Credit and Private Equity Opportunities in the Interval Fund Market
October 24, 2023 @ 2:00 pm - 3:00 pm
Join Kimberly Flynn from XA Investments at 2:00 pm EDT on Tuesday, October 24, 2023 as she host Susan McAndrews from Pantheon and Rob Watson from Destra Capital for a discussion of private credit and private equity opportunities in the interval fund market.
Moderator (s): Kimberly Flynn, CFA
Panelist (s): Susan McAndrews, Robert A. Watson, CFP®
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Exploring Private Credit and Private Equity Opportunities in the Interval Fund Market

October 24, 2023 @ 2:00 pm - 3:00 pm

Join Kimberly Flynn from XA Investments at 2:00 pm EDT on Tuesday, October 24, 2023 as she host Susan McAndrews from Pantheon and Rob Watson from Destra Capital for a discussion of private credit and private equity opportunities in the interval fund market. This knowledgeable panel will cover:

  • Private Credit vs. Private Equity: differences and benefits of each structure
  • Why do wealth managers prefer the interval fund structure?
  • Alternative Case Studies

There will be time for questions, register today to reserve your spot.

Register Now 

 

Please note: This live webinars is restricted to wealth advisors, broker dealers, and Blue Vault partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.

Details

Organizer

  • Blue Vault
  • Phone 877-256-2304
  • Email info@bluevaultpartners.com

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Kimberly Flynn, CFA
Managing Director, Alternative Investments XA Investments

Susan McAndrews
Partner Pantheon

Robert A. Watson, CFP®
Partner & Head of Investments Destra

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