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Private Lending Through an Asset Manager
The world is changing fast, leaving investors searching for ways to beat inflation without the recent risk and volatility present in many securities. During this webinar Advanta IRA’s Corey Daharsh and guest Nathan Larsen with Credo Management, LLC, discuss how to add diversity and stability to your portfolio while locking in your returns and preserving capital from market fluctuation.
They will cover:
- Note lending basics
- How to originate and buy notes
- Best practices to mitigate risk
- The distinctions between private lending, loan servicing, and asset management
Register today and learn how you can use notes as a strategy for your self-directed retirement portfolio.
Webinar Details
Tuesday, November 29, 2022
12-1 pm ET (9-10 am PT)
Login Information
The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.
REGISTER TODAY
About the Presenter
Nathan Larsen
Nathan J. Larsen serves as the CIO of the Fund and Founder of Credo Capital Management LLC. Mr. Larsen has 20 years’ experience in the full life cycle management of debt portfolios in various asset classes (including: commercial/non-owner occupied residential real estate, automotive, specialty finance, consumer finance, inventory & receivable factoring, and small business working capital in the legal and healthcare industries) with an aggregate value of over $500 million under management. For the past 3 years Mr. Larsen, has been a Special Advisor to PE firms in the legal and healthcare finance space. The majority of Mr. Larsen’s career was with Wells Fargo Bank Corp and Nicholas Financial Inc. where he led the full cycle process of growing AUM including underwriting, acquiring, servicing, auditing, and divestiture of debt portfolios. Throughout the past 9 years, Mr. Larsen has spent time growing Credo Capital Management into a respected asset manager with an exemplary track record of 250 major debt transactions. Mr. Larsen holds a B.S. in both Finance and Economics from Miami University.
Private Lending Through an Asset Manager
The world is changing fast, leaving investors searching for ways to beat inflation without the recent risk and volatility present in many securities. During this webinar Advanta IRA’s Corey Daharsh and guest Nathan Larsen with Credo Management, LLC, discuss how to add diversity and stability to your portfolio while locking in your returns and preserving capital from market fluctuation.
They will cover:
- Note lending basics
- How to originate and buy notes
- Best practices to mitigate risk
- The distinctions between private lending, loan servicing, and asset management
Register today and learn how you can use notes as a strategy for your self-directed retirement portfolio.
Webinar Details
Tuesday, November 29, 2022
12-1 pm ET (9-10 am PT)
Login Information
The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.
REGISTER TODAY
About the Presenter
Nathan Larsen
Nathan J. Larsen serves as the CIO of the Fund and Founder of Credo Capital Management LLC. Mr. Larsen has 20 years’ experience in the full life cycle management of debt portfolios in various asset classes (including: commercial/non-owner occupied residential real estate, automotive, specialty finance, consumer finance, inventory & receivable factoring, and small business working capital in the legal and healthcare industries) with an aggregate value of over $500 million under management. For the past 3 years Mr. Larsen, has been a Special Advisor to PE firms in the legal and healthcare finance space. The majority of Mr. Larsen’s career was with Wells Fargo Bank Corp and Nicholas Financial Inc. where he led the full cycle process of growing AUM including underwriting, acquiring, servicing, auditing, and divestiture of debt portfolios. Throughout the past 9 years, Mr. Larsen has spent time growing Credo Capital Management into a respected asset manager with an exemplary track record of 250 major debt transactions. Mr. Larsen holds a B.S. in both Finance and Economics from Miami University.
