Inflation-Proof Your Portfolio With Private Lending
Rising interest rates are on the horizon (and even starting already) and investors are looking at a number of alternatives to help ensure that their hard-earned dollars are not devalued and they lose their purchasing power as they might head into retirement. Some alternatives are new to investors and others can be fraught with challenges such as illiquidity but private lending can offer investors options that can perhaps make the difference between being protected from possible scenarios or not being able to make the best of them.
Where
CAASA’s Virtual Zoom Room
Webinar Replay
Speakers
Travis Forman
Investment Advisor & SVP
Harbourfront Wealth Management
Lorenzo Cocco
Executive Vice President
Gentai Capital
Jeffrey Deacon
Founder & Managing Partner
Private Debt Partners, Inc.
Sean Adamick
Portfolio Manager & CIO
CMLS
Travis Forman
Investment Advisor & SVP
Harbourfront Wealth Management
In 2016, Travis and his team joined Harbourfront Wealth Management leaving behind a 17 year career with a competing firm. As Senior Vice President with Harbourfront he wears two hats. Not only does Travis run successful wealth management practice. He’s also instrumental in architecting and managing the Rockridge Private Debt Pool, Forsyth Private Real Estate Portfolios and Laurier Private Real Estate Pool for Willoughby Asset Management. Canada’s first retail multi provider portfolio solutions focusing on private debt, private real estate & private equity.
Lorenzo Cocco
Executive Vice President
Gentai Capital
Lorenzo Cocco is the Executive Vice President of Gentai lending team. A seasoned and highly accomplished business savvy professional with robust experience delivering optimal results & business value in high-growth environments, establishing key relationships within the business segment.
Lorenzo possesses skills in credit risk management, commercial real-estate finance, deal structuring and management of large complex accounts.
With over 25 years in the commercial lending space, Lorenzo has worked at the operational and strategical level in commercial lending for a prominent financial institution as well as at the strategic level for a large commercial lending operating across Canada.
Members of CAASA
Event Registration Closed
Non-Members of CAASA
Event Registration Closed