Join CFA Society Cleveland and Briarcliffe Credit Partners for breakfast on the eastside at the Marriott. We will also be holding lunch on the Westside at Wild Mango, Crocker Park. Jonathan Moll, Briarcliffe Credit Partners, will be presenting a roundtable discussion on Differentiated/Specialized Private Credit Solutions
Breakfast and lunch brought to you by Briarcliffe Credit Partners
With the private credit markets maturing significantly over the last 5 years, many investors are seeking specialized and differentiated private credit solutions that are uncorrelated and offer diversification benefits to their current portfolio allocation. As a specialized placement agent dedicated exclusively to private credit, Briarcliffe Credit Partners is mandated with finding unique solutions to these needs/objectives. Today, we will discuss the trends in the marketplace and some interesting segments of the specialized private credit marketplace
Jonathan (Jon) Moll is a Managing Director, Fundraising at Briarcliffe Credit Partners based on the West Coast. Jon has over 25 years of investment experience including nearly 15 years of focused private credit experience. He has held senior positions capital raising and in credit client product management at PIMCO, KKR, White Oak Global Advisors, Vector Capital, and Morgan Creek Capital Management. Jon also has experience as a plan sponsor (Exxon) and as an investment consultant (Hewitt). He holds an MBA from Carnegie Mellon University’s Tepper Business School where graduated with Distinction and a BA (summa cum laude) in Chemistry from Gettysburg College, where he was a Presidential Scholar and was elected to Phi Beta Kappa. Jon has earned the right to use the Chartered Financial Analyst designation and is active in a number of local chapters.
Cleveland Marriott East26300 Harvard RoadWarrensville Heights, OH 44122