WEBINAR

Providing Retail Investors with Access to Institutional Credit Strategies
June 25 @ 2:00 pm - 3:00 pm
Join an exclusive conversation with Joseph Roth, Principal, at Eagle Point Credit Management and others, as they explore how institutional credit strategies—once reserved for pensions, endowments, and large asset managers—are now being made accessible to retail investors. In today’s volatile markets, advisors are seeking diversified, income-generating alternatives. This webinar will…
Speaker/s: Joseph H. Roth

Join an exclusive conversation with Joseph Roth, Principal, at Eagle Point Credit Management and others, as they explore how institutional credit strategies—once reserved for pensions, endowments, and large asset managers—are now being made accessible to retail investors.

In today’s volatile markets, advisors are seeking diversified, income-generating alternatives. This webinar will delve into how Eagle Point structures credit portfolios, evaluates risk, and opens doors to institutional-grade strategies for the individual investor.

What you'll gain:

   •   Insight into the current private credit landscape and where opportunities lie

   •   Understanding of structures that deliver institutional credit exposure to retail clients

   •   Perspectives on income, liquidity, and risk management in today's environment

   •   Whether you’re new to alternative investments or looking to sharpen your edge, this session will equip you with practical tools to better serve your clients.

Register Now

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. For information about becoming a member, click here.

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

Joseph H. Roth
Principal and Head of Distribution - Non-Traded Registered Products Eagle Point Credit Management LLC

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