Investing in Private Credit Deals to Diversify Your Portfolio and Generate Returns
As rising rates and volatile markets continue to plague investors, returns are hard (but not impossible) to find. The search for yield has led investors to explore alternative investment strategies like private credit for higher yields, shorter durations, and low to no correlation to traditional equity and fixed-income markets.
The private credit market, once only available to institutional investors, is a $7 trillion industry and one of the fastest-growing asset classes in private capital markets that is now witnessing a surge in investor demand. Private credit powers a great deal of the economy and has been a “go-to” source of funding for small business and consumer lending. What’s most notable is how it reached this size and scale without much technological advancement.
Percent has created the modern credit marketplace, empowering investors, borrowers, and underwriters with innovative technology to increase the speed and velocity of transactions at a fraction of the cost. The company’s core infrastructure delivers public market efficiencies to the analog private credit market by powering the sourcing, structuring, syndication, surveillance, and servicing of private credit transactions from beginning to end.
Hear from Nelson Chu, Founder & CEO of Percent, and Prath Reddy, President at Percent, on the evolution of private markets and how largely uncorrelated investments like private credit can help unlock yield and diversify your portfolios.
Percent, and the benefits that they offer.
Private Credit and why you should consider adding it to your portfolio.
Various Markets and their size.
Key aspects that drive and influence Market growth.
The major benefits of participating in a Venture Capital Fund.
Performing due diligence & comparing investment opportunities
Meet the hosts:
Nelson Chu is an experienced serial entrepreneur and the Founder and CEO of Percent, the modern credit marketplace. After witnessing the inefficiencies in the private credit markets, Nelson was inspired to transform this industry for the better and founded Percent in 2018. He and his team have built an end-to-end credit platform unlike any other, empowering borrowers, underwriters, and investors to transact with confidence through governance, asset transparency, and market standardization.
Prath Reddy is the President of Percent and was the company’s first hire, helping to shape the direction of the company. He brings years of expertise and experience in financial services to his role, specifically in investment banking and capital markets. At Percent, Prath oversees the revenue-generating and client-facing operations, which include the Capital Markets, Credit, Compliance, and Business Development, teams. He also holds a Board Observer seat at the company.
Brendan Walsh is the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure.
Nick Gonzaga is Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida