Identifying the right clients for direct lending

Private credit and direct lending have emerged as compelling options for clients seeking income, diversification, and reduced correlation to public markets. But knowing when and for whom to recommend these strategies is where the real work begins.

In this session, we will move beyond the basics and walk through real-world client scenarios to help you recognize the opportunity, frame the conversation, and deliver meaningful value to the investors who are the right fit.

Key takeaways:

• A confident understanding of how direct lending works, including the structure, liquidity profile, and risk considerations essential to guiding clients effectively and addressing their questions.
• The ability to identify the client signals already present, from income-seeking behavior and underutilized cash allocations to growing dissatisfaction with traditional fixed income returns.
• A practical discovery framework and the key questions that open the door to a natural, high-value planning conversation with the right clients in your book.

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.