Watch an exclusive conversation with Kimberly Flynn, President, at XA Investments, Joseph Roth, Principal, at Eagle Point Credit Management, and Miguel Sosa, Managing Director, Head of Product Management, Fund Investments Client Portfolio Manager, at Bluerock as they explore how institutional credit strategies—once reserved for pensions, endowments, and large asset managers—are now being made accessible to retail investors. This conversation was moderated by Jon Trump, Alternative Due Diligence Analyst at Avantax Wealth Management.

In today’s volatile markets, advisors are seeking diversified, income-generating alternatives. This webinar delves into how XA Investments, Eagle Point, and Bluerock structure credit portfolios, evaluate risk, and open 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.

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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.