Speaker Profile

In this live case study, we break down a real private credit deal - stage by stage. From borrower selection to pricing negotiations and post-deal performance, our guest lender shares what worked, what didn’t, and what they’d do differently.

This interactive case study breaks down a live transaction in four parts:

• The Opportunity – What made the deal compelling, and why private credit?
• Structuring the Deal – Ticket size, risk, terms, and trade-offs
• Execution & Monitoring – Internal approvals, deployment, and ongoing oversight
• Lessons Learned – What worked, what didn’t, and would they do it again?