Octagon Credit Investors’ Post

Check out the latest edition of the CRED newsletter! Read more about trends and insights in private credit

🚀 Exciting New Chapter: My Post-Corporate America Journey! 🚀 After years of navigating the dynamic and ever-evolving landscape of Corporate America, I’m thrilled to share some insight into the new chapter in my professional journey. Transitioning from the structured environment of large organizations to the entrepreneurial world is amazing. I’ve gained invaluable insights and honed my skills in strategy, leadership, and innovation, and now it’s time to apply these experiences in a new context. 🌟 What’s going on? 🌟 I’ve dived into the world of Private Lending & Real Estate. This venture is not just a career shift, but a passion project that aligns with my core values and vision for the future. 🙏 Thank You! 🙏 A heartfelt thank you to my mentors, colleagues, and friends who have supported and guided me throughout my corporate journey. Your wisdom and encouragement have been instrumental in preparing me for this leap. 🔗 Stay Connected! 🔗 I’m excited to share more about this journey and the projects we are working on. Stay tuned for updates, and let’s continue to support and inspire each other in our professional endeavors. #NewBeginnings #Entrepreneurship #CareerTransition #BusinessGrowth #Innovation

Financial advisors and wealth management firms, I am excited to livestream an episode of ATLalts this Thurs. 3/28 at 2:00 PM EDT with Mike Dowdall, CFA of Alternative Fund Advisors. We are going to be discussing all things private credit including: - The growth in alternative investments and private markets in the private wealth channel - How to approach diversification of your private credit allocation - Differentiated approaches to private credit investing including specialty finance, asset-backed credit, and other specialized lending strategies - How to underwrite and conduct due diligence on private credit strategies and the approach used at AFA - The emergence of different fund wrappers including non-traded vehicles, interval funds, and more which have propelled the growth of alternatives to the financial advisory community #alternativeinvestments #privatecredit #atlalts #alternativefundadvisors

The FLA Broker Accreditation Service☑️ By achieving the FLA Accredited Broker status, asset finance brokers demonstrate the excellence that they provide to customers and funders. Key Benefits: • Demonstrating excellence • Reducing multiple funder regulatory reviews • Contributing to the development of the service • Access to leading FLA funders • Bespoke broker regulatory training • FLA regulatory updates For more information on how brokers can register for accreditation, click here https://bit.ly/4bPiT1W #FLA #assetfinance #Finance #brokers #lending #business #businessfinance #financeindustry #compliance

Why is 50-70% of Modern Capital Tactical Income Fund’s core holdings in CEFs? CEFs are designed for income by transforming their total returns into consistent income and predictable income over time. In addition, CEFs are diversified and professionally managed. https://bit.ly/3TxQS6d #ModernCapital #MutualFund #AssetManagement #InvestmentStrategy #FinancialServices #InnovativeSolutions Distributor: Vigilant Distributors, LLC., Member FINRA/SIPC. There is no affiliation between Modern Capital Management Co., including its principals, and Vigilant Distributors, LLC.

Financial advisors and wealth management firms, I am excited to livestream an episode of ATLalts this Thurs. 3/28 at 2:00 PM EDT with Mike Dowdall, CFA of Alternative Fund Advisors. We are going to be discussing all things private credit including: - The growth in alternative investments and private markets in the private wealth channel - How to approach diversification of your private credit allocation - Differentiated approaches to private credit investing including specialty finance, asset-backed credit, and other specialized lending strategies - How to underwrite and conduct due diligence on private credit strategies and the approach used at AFA - The emergence of different fund wrappers including non-traded vehicles, interval funds, and more which have propelled the growth of alternatives to the financial advisory community #alternativeinvestments #privatecredit #atlalts #alternativefundadvisors

Absolute pleasure to meet the team from Orison Finance! Looking forward to plan new strategies to not only grow their business but most importantly providing their end clients new options to leverage their SMSF in building brand new property. Exciting times ahead with these guys. 📈🏡 Supavest #property #smsf #generationwealth #planahead #wealth #propertyinvestment

Oliver Phillips, Director at Gambit Corporate Finance LLP considers the key themes which are driving investor demand for Independent Financial Advisors.   If you have any questions, please reach out to a member of Gambit’s Financial Services or Debt Advisory team, for an informal and confidential discussion: Geraint Rowe, Jason Evans, Oliver Phillips, Sam Farrell and Harrie Thorrington.   #mergersandacquisitions #financialadvisor #financialplanning #wealthmanagement

Really interesting article by Oliver Phillips looking at the dynamics driving an increase in investors looking to acquire IFAs. If you are an IFA interested in considering your exit options please contact a member of the team. #corporatefinance #mergersandacquisitions #exitoptions #IFAs

In our most recent Success Breeds Success webinar, Robert Flynn and Sam White discuss the importance of diversifying your services across residential, asset, and commercial finance, with Rob explaining that he wishes he had done it sooner. To find out how to become a diversified broker like Rob, be sure to check out LMG's Open Week sessions via the link below: https://lnkd.in/gMs9hJ6K #successbreedssuccess #betterbeginshere