Webinar – Private Lending Through an Asset Manager

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Private Lending Through an Asset Manager

If you are looking to add diversity and stability to your portfolio, locking in returns and protecting capital from market fluctuation—don’t miss this webinar to learn about investing in private lending through an asset manager.

Advanta IRA’s Corey Daharsh welcomes Nathan J. Larsen, CIO of the Mid Atlantic Secured Income Fund and Founder of Credo Capital Management LLC. Nathan has 20 years of experience in the management of debt portfolios and explains how the process works and the benefits private lending assets bring to the table.

You’ll learn:

  • Lending basics
  • Originating and/or buying notes
  • Best practices to mitigate risk
  • Lending on your own vs. a loan servicer vs. asset management
  • How to invest using a self-directed IRA or solo 401(k)

Investing in private lending through an asset manager can be a game changer, especially in America’s current economic climate. Take this opportunity to learn more from an expert in the industry.

Register today.

Webinar Details

Tuesday, May 21, 2024
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
headshot of Nathan Larsen

Nathan J. Larsen serves as the CIO of the Mid Atlantic Secured Income Fund and Founder of Credo Capital Management LLC. Mr. Larsen has 20 years’ experience in the entire 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. Mr. Larsen has been a Special Advisor to PE firms in the legal and healthcare finance space for the past three years. Most of Mr. Larsen’s career was with Wells Fargo Bank Corp and Nicholas Financial Inc., where he led the whole cycle process of growing AUM, including underwriting, acquiring, servicing, auditing, and divesting debt portfolios. Throughout the past nine years, Mr. Larsen has spent time growing Credo Capital Management into a respected asset manager with an exemplary track record of 250 significant debt transactions. Additionally, he contributes his extensive expertise to the fund’s operations and growth. Mr. Larsen holds a B.S. in both Finance and Economics from Miami University.

Details

Date:
May 21
Time:
12:00 pm - 1:00 pm EDT
Cost:
FREE
Event Category:
Event Tags:
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Organizer

Advanta IRA
Phone
800-425-0653
Email
info@AdvantaIRA.com
View Organizer Website

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA, Online

Private Lending Through an Asset Manager

If you are looking to add diversity and stability to your portfolio, locking in returns and protecting capital from market fluctuation—don’t miss this webinar to learn about investing in private lending through an asset manager.

Advanta IRA’s Corey Daharsh welcomes Nathan J. Larsen, CIO of the Mid Atlantic Secured Income Fund and Founder of Credo Capital Management LLC. Nathan has 20 years of experience in the management of debt portfolios and explains how the process works and the benefits private lending assets bring to the table.

You’ll learn:

  • Lending basics
  • Originating and/or buying notes
  • Best practices to mitigate risk
  • Lending on your own vs. a loan servicer vs. asset management
  • How to invest using a self-directed IRA or solo 401(k)

Investing in private lending through an asset manager can be a game changer, especially in America’s current economic climate. Take this opportunity to learn more from an expert in the industry.

Register today.

Webinar Details

Tuesday, May 21, 2024
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
headshot of Nathan Larsen

Nathan J. Larsen serves as the CIO of the Mid Atlantic Secured Income Fund and Founder of Credo Capital Management LLC. Mr. Larsen has 20 years’ experience in the entire 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. Mr. Larsen has been a Special Advisor to PE firms in the legal and healthcare finance space for the past three years. Most of Mr. Larsen’s career was with Wells Fargo Bank Corp and Nicholas Financial Inc., where he led the whole cycle process of growing AUM, including underwriting, acquiring, servicing, auditing, and divesting debt portfolios. Throughout the past nine years, Mr. Larsen has spent time growing Credo Capital Management into a respected asset manager with an exemplary track record of 250 significant debt transactions. Additionally, he contributes his extensive expertise to the fund’s operations and growth. Mr. Larsen holds a B.S. in both Finance and Economics from Miami University.