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Is private credit the hidden gem missing in your investment portfolio? 

Explore the untapped potential of private credit in your investment portfolio with Larry Heller, CFP®, CDFA® and special guest Alona Gornick, Managing Director and Senior Investment Strategist at Churchill Asset Management. Together, they take us deep into the intricacies of private credit, a burgeoning asset class currently commanding a substantial $1.5 trillion in assets.

Larry & Alona discuss:

• What is Private Credit, what advantages does it offer, and how it has experienced such growth
• Private Credit’s diversity such as, asset based lending, equipment finance, venture debt, and more
• The Investor Appeal to those seeking steady income and a buy-and-hold approach
• How innovative fund structures break down barriers, making private credit accessible to individual investors and opening new avenues for diversified portfolios
• And much more!

 

Connect with Alona Gornick:

• LinkedIn: Alona Gornick
• Churchill Asset Management

Connect with Larry Heller: 

• (631) 248-3600
• Schedule a 20-Minute Call
• Heller Wealth Management
• LinkedIn: Larry Heller, CFP®, CPA
• YouTube: Life Unlimited with Larry Heller, CFP®

About Alona Gornick:

Alona Gornick serves as a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management. In her role, Alona provides meaningful investment insights across the private capital spectrum to the investment community, with a particular emphasis on the Private Wealth and Retail channel. She works closely with Nuveen’s global distribution team to deepen relationships with and educate Churchill’s investors and partners.

Alona also serves as Co-Head of Churchill’s Diversity, Equity and Inclusion Council, where she collaborates on initiatives that prioritize inclusion and authenticity. She joined Churchill in 2017 as an Originator, developing relationships with leading private equity sponsors to source and structure high-quality deal flow for the platform. Alona has spent 14 years in various investment, capital markets and investor relations roles at leading organizations, including Nuveen (Churchill’s parent company), Golden Gate Capital, and Oaktree Capital Management.