From launch to lifecycle—learn what it takes to build and manage a successful private credit fund! Join us for this informative session for emerging private credit & private equity managers and family offices as we explore the launch of private credit investment vehicles.
We’ll guide you through the key legal, operational, and valuation considerations involved in launching and managing a private credit fund. Topics will include entity structure selection, establishing day-one accounting and loan servicing processes, and implementing best practices for ongoing credit monitoring and loan valuation. We will also address investor communications and financial reporting requirements essential to a successful fund.
In addition, find out the practical use cases for artificial intelligence across asset management and private credit, as we offer insight into how firms are leveraging technology to enhance decision-making and operational efficiency.
Learn from a panel of industry practitioners—including fund administrators, legal advisors, and accounting experts—who support private credit funds at every stage.
Speakers
Chris Cullison, Ultimus LeverPoint
John Guerrieri, CBIZ
Amanda Houston, Ultimus LeverPoint
Jessica Marlin, Ropes Gray
John Verry, CBIZ