II Communities on Alternative Investments
In Partnership
with:
Disclosure
This podcast series is part of a collaboration between Institutional Investor and Fidelity Investments. Fidelity Investments and Institutional Investor are not affiliated. Fidelity Investments, Institutional Investor, StepStone Group and Floodgate and other third-parties listed are not affiliated.
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The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA® is a trademark owned by CFA Institute.
Past performance is no guarantee of future results.
This information is intended for the sole use of institutional investors. Retail investors and any other persons who are not institutional investors should not act or rely on this information.
Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.
Alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program. Alternatives may be relatively illiquid; it may be difficult to determine the current market value of the asset; and there may be limited historical risk and return data. Costs of purchase and sale may be relatively high. A high degree of investment analysis may be required before investing.
Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer.
Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.
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Alternative Angles
A podcast offering fresh perspectives on alternative investments for more informed portfolio decisions.
Your go-to source for the latest alternative investment insights from Fidelity. Hear from leading portfolio managers and researchers as they discuss current market trends.
EPISODE TK
Direct Lending: Capitalizing on middle market credit
EPISODE 1 Direct lending: Capitalizing on middle market credit
PREVIOUS EPISODES
In this first episode of Alternative Angles, Chris Pariseault, CFA, Head of Institutional Portfolio Managers at Fidelity Investments, leads a conversation on the importance of culture in successful direct lending partnerships, especially in the middle market. His guests are David Gaito, Fidelity's Head of Direct Lending, and Ariel Goldblatt, Partner at StepStone Group.
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EPISODE TK
Direct Lending: Capitalizing on middle market credit
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EPISODE TK
Direct Lending: Capitalizing on middle market credit
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