ILPA Institute: Private Credit for the Limited Partner New York (October)
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.
Who Should Attend?
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.
Course Date and Fees
October 7, 2027 (New York, US)
Member Early Bird rate: $1,199 USD
Member rate: $1,699 USD
Early Bird Deadline: August 24, 2027
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
Certification
Upon completion of this program, participants will receive an ILPA Certificate of Completion.
PROGRAM LEVEL: Overview
PRE-REQUISITE: No pre-requisites are required to attend the program
PRE-READING: There are no pre-reading materials for this program
DELIVERY METHOD: Group-Live
CREDIT: Earn 8 CPE Credits
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 ceprograms@cfainstitute.org.
Event DetailsDate: October 7, 2027Venue: Venue Details Announced ShortlyLocation: If you are interested in acting as a Member Host for this program, please contact education@ilpa.org
Agenda
October 7, 2027
- 8:30 amBreakfast
- 9:00 amTraining
- 12:00 pmLunch
- 1:00 pmTraining
- 5:00 pmAdjourn
