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Investing in Private Credit: Moneta Private Markets Advisor, Mindy Mitchell, provides insight at exclusive New York event

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October 25, 2022

Investing in Private Credit: Moneta Private Markets Advisor, Mindy Mitchell, provides insight at exclusive New York event

Moneta Private Markets Advisor, Mindy Mitchell, addressed the topic of private credit allocations in client portfolios while speaking at an invitation-only event focused on alternative investment insight across private equity, real estate, and credit.

“Over the past few years, private credit allocations have become an increasingly important part of our private markets program,” Mitchell said. “When the bond market was not fetching attractive yields starting around March 2020, we began shifting a portion of traditional fixed income allocations towards private credit strategies in client portfolios that could handle additional illiquidity as a way to enhance returns for investors without taking on outsized risk.”

At the September 15th event, audience members were privileged to hear the perspective of many respected investors and fund managers, who shared thoughts on portfolio construction, the market, and other timely topics.

Mitchell was joined on the panel by an impressive group of professionals including the CIO from a nationally known foundation, an investment professional at the City of Stamford Pension Fund, and the Founder and managing partner of Star Mountain.

© 2022 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.

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