In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman engages in a deep discussion with Miguel Sosa, a research and product specialist at Bluerock Capital Markets. Miguel shares his expert insights on private credit, its surge post the Global Financial Crisis, and its growing popularity among investors. The conversation covers the benefits of interval funds, opportunities for active management, and the critical considerations financial advisors should keep in mind when incorporating private credit into portfolios.
Sponsored by Zephyr, this episode is a must-watch for anyone looking to deepen their understanding of private credit and its role in diversified investments.
00:00 Introduction and Welcome
01:00 Meet Miguel Sosa from Bluerock Capital Markets
01:34 Understanding Private Credit and Interval Funds
04:22 The Popularity and Growth of Private Credit
07:18 Evaluating Private Credit Opportunities
21:35 Private Credit vs. Public Credit
23:56 Considerations for Financial Advisors
28:58 Conclusion and Where to Learn More
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Learn more about Bluerock Capital Markets here.
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