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Title

Roundtable Lunch with Jonathan Moll, Briarcliffe Credit Partners, Differentiated/Specialized Private Credit Solutions

Event Description

Join CFA Society Cleveland and Briarcliffe Credit Partners for lunch on the Westside at Wild Mango at Crocker Park. We will also be holding breakfast on the eastside at the Marriott. 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.


Event Type

Career; Featured

Education Topic

 

Start Time

10/26/2022 12:00 PM

End Time

10/26/2022 1:30 PM

City

Westlake

State/Province

Ohio

Event Country

USA

Event Region

Americas

Location Info

Wild Mango Crocker Park
139 Crocker Park, Westlake, OH, 44145


Speaker

Jon Moll

CE Credits

Yes

SER Credit

No

Currency

$

Member Price

$0

Non-Member Price

$40

Candidate Price

$25

Registration

All Day Event

 

Recurrence

 

Image

 

Recording

 

End

10/26/2022 1:30 PM

Event Link

Roundtable Lunch with Jonathan Moll, Briarcliffe Credit Partners, Differentiated/Specialized Private Credit Solutions

Event Link Leads To New Tab

Yes

Event Short Info

Roundtable Lunch with Jonathan Moll, Briarcliffe Credit Partners, Differentiated/Specialized Private Credit Solutions

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

Attachments

Content Type: MyCFA Calendar
Created at 10/4/2022 10:41 AM by [email protected]
Last modified at 10/4/2022 10:41 AM by [email protected]