Panel: Debt market outlook - private credit's role in a private wealth portfolio

February 23, 2026
  • Allocations across the private credit spectrum by RIAs and family offices
  • Products and structures gaining traction in wealth management channels
  • How are GPs adapting their private credit offerings for retail and semi-institutional investors?
Speakers
Tom Cohn
Tom Cohn, Partner and Chief Solutions Officer - Cerity Partners
Phillip Richter
Phillip Richter, President - Hollow Brook Wealth Management