This chapter delves into the growing significance of private credit within the financial sector, focusing on innovative models that empower advisors. Featuring insights from industry leaders, it emphasizes the necessity of adapting to changes for success in financial advisory practices.
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Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses Fed policy and interest rate cuts. Christian Faes, CEO of Faes & Co, talks about investing in technology-enabled direct lending businesses. Alona Gornick, Senior Investment Strategist at Churchill Asset Management, shares her thoughts on private credit. Saira Malik, CIO at Nuveen, breaks down the Fed rate cut debate shifting from when to how many. Betterment Advisor Solutions CEO Sarah Levy explains how four in five financial advisors use AI in their work.
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