In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the complexities of private credit, a rising trend in alternative investments. They explore how structural pitfalls, tax implications, and misleading liquidity can catch even seasoned investors off guard. By drawing on real-world analogies and candid industry perspective, Justin and Mena reveal what sets truly thoughtful portfolio construction apart. Tune in for actionable advice and a deeper understanding of how to navigate private investments wisely.
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*Chapters*
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00:37) Introduction to Private Credit
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02:08) Origins and Growth of Private Credit
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05:39) Retail Investor Access and Structural Risks
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07:03) Liquidity Challenges and Market Distortions
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10:25) Importance of Due Diligence
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11:40) Tax Efficiency and Post-Tax Returns
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13:58) Rigorous Research and Structuring