Name: Private Credit and Real Assets: A Practical Guide for Financial Advisors
Start: 2026-02-25T14:00:00-05:00
End: 2026-02-25T15:00:00-05:00

WEBINAR

Private Credit and Real Assets: A Practical Guide for Financial Advisors

February 25 @ 2:00 pm - 3:00 pm

Moderator(s): Brook Scardina

Speaker(s): Tony Davidow

Discussions around private credit typically refer to non-bank loans made to small businesses. But private credit can also involve physical assets that serve as collateral or sources of cash:

Real estate debt (e.g. mortgages, bridge loans, construction loans)
Infrastructure debt (energy, utilities, transportation)
Asset-based lending (loans backed by equipment, inventory, or receivables)
Project finance tied to specific assets

In these cases, the real asset helps secure the loan. When evaluating a private credit investment, the key question is what collateral (if any) secures the loan and how recoveries would work in a downside scenario.

Join us as we explore opportunities in private credit and real assets with moderator Brook Scardina, Managing Partner, Capital Markets & Investments at Oak Real Estate Partners, and speaker Tony Davidow, Senior Alternative Investment Strategist at Franklin Templeton.

Q&A session to follow. Register today!

Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to Blue Vault members and partners only. Learn about Blue Vault membership.

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Brook Scardina

Managing Partner, Capital Markets & Investments Oak Real Estate Partners

Tony Davidow

Senior Alternative Investment Strategist Franklin Templeton

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