Overview
The Private Credit for the Limited Partner course is designed for the limited partner looking for a critical overview of private credit investing. Participants will learn about key concepts, principles and practices behind implementing a successful investment.
This live, faculty-led program combines lecture-based learning with interactive networking and group work elements, featuring custom case studies designed uniquely for LPs by LPs.
Download the Private Credit for the Limited Partner One-Pager
Audience
This program is part of the ILPA Institute’s Comprehensive series of courses, designed for the limited partner with less than three years of experience in private credit investing or those looking at adding private credit to their portfolio and seeking a foundational understanding.
Key Learning Objectives
- Review the basics of private credit investing, including evolution of the asset class, common terms, fund structures and varying strategies
- Understand the sourcing requirements for a general partner and how to evaluate the risk, documentation and potential recovery value of a loan
- Learn how to build a private credit program and discuss portfolio objectives, best practices in choosing a benchmark, portfolio construction, governance and staffing
- Understand private credit data analytics, what market information is available and best practices to identify areas of focus and how to estimate ex-ante returns
- Acquire the tools to build and refine your own private credit portfolio
Additional Details
Prerequisite
No pre-requisites are required to attend the programPrereading
There are no pre-reading materials for this programCPE Credits
8 CPE CreditsDisclaimer
Institutional Limited Partners Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
CFA Institute: ILPA members have the ability to earn CE credit for their participation in this program and can use their online CE tracker to document it. Any questions can be directed to the CFA Institute at [email protected].
* Pricing and availability are correct at the date of publication and are subject to change without notice.
Upcoming Live Courses
Get Started with the ILPA Institute
No matter where you are in your private equity journey, the ILPA Institute has a path for you. Feel free to explore the different courses and program tiers below, or get your journey started with the ILPA Institute Learning Roadmap.