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A.R.I. Wednesday Webinar Series: Venture Debt Explained

May 18, 2022 @ 3:00 pm - 4:00 pm

Overview

Join Zack Ellison, CFA, CAIA, Managing General Partner and CIO of Applied Real Intelligence LLC (”A.R.I.”), alongside senior members of A.R.I.’s investment team as they provide an overview of venture debt, discuss the benefits of venture debt for investors, and explain why allocators are eager to add this strategy to their portfolios.

Accepted by CFP Board to qualify for 1 CE Credit hour

Speakers

Jeff Sokolowski, Managing Director, Investments
Chief Marbumrung, Managing Director, Investments

Topics of Discussion

  • Overview of venture debt
  • Details on how transactions are most effectively sourced, underwritten, and actively managed for success
  • The many benefits of venture debt for investors, including high total returns, low risk, stable income, inflation protection, and diversification
  • Why venture debt is currently in such high demand
  • Current trends in venture debt and opportunities in 2022 and beyond

Register

https://us06web.zoom.us/webinar/register/WN_mkepbqxMThK_M5Uql83rQQ

Details

Date:
May 18, 2022
Time:
3:00 pm - 4:00 pm
Website:
https://us06web.zoom.us/webinar/register/WN_mkepbqxMThK_M5Uql83rQQ