Loading Events

« All Events

  • This event has passed.

Venture Debt as an Emerging Asset Class

January 24, 2023 @ 11:00 am - 12:00 pm


Join Zack Ellison, CFA, CAIA, Managing General Partner of Applied Real Intelligence LLC (”A.R.I.”) and CIO of A.R.I.’s Venture Debt Opportunities Fund, as he discusses the emergence of venture debt as an institutional asset class with Richard Hillson, founder of Hillson Consulting.

Accepted by CFP Board to qualify for 1 CE Credit hour


Zack Ellison, CFA, CAIA, Managing General Partner & CIO, A.R.I. Venture Debt Opportunities Fund
Richard Hillson, Founder, Hillson Consulting

Topics of Discussion

  • What exactly is “venture debt”?
  • How does venture debt compare with venture equity?
  • How do you mitigate risk in venture debt?
  • What is the historical risk and return of venture debt?
  • How did venture debt perform during the financial crisis? (spoiler alert: very well!)
  • Why would a company choose venture debt over venture equity?
  • Can venture debt be a replacement for underperforming fixed income?
  • Where does venture debt fit into an allocator’s portfolio?
  • Why is demand for venture debt from RIAs so high?
  • Why is venture debt very likely to outperform in 2023?




January 24, 2023
11:00 am - 12:00 pm