Key Ideas from the Video
Why 60/40 Broke—and What’s Replacing It
See how 2022’s dual stock–bond drawdown reshaped portfolios and why institutions are shifting toward private credit. Learn what that means for everyday investors seeking steadier income and lower volatility.
Inside the Capital Stack: Senior Secured Loans = First in Line
Understand how lending above equity with collateral, covenants, and diversification across thousands of loans can help manage downside risk—without relying on daily market swings.
Real-World Case Study + How to Access (Quarterly Liquidity, Low Minimums)
Walk through a live fund example: strategy, underwriting, and distribution mechanics. Get clear, practical guidance on how interval-fund structures work, what liquidity really means, and how to decide if it’s right for your goals.
Institutional interest alone does make an investment suitable for every investor; eligibility, liquidity needs and risk tolerance all matter.