The Income Engine: Private Credit & Business Development Companies (BDCs)
This course helps individual investors understand private credit and Business Development Companies (BDCs) as tools to generate income. We focus on how these investments function, the risks you should monitor, and how to fit them into your personal financial care plan.
Introduction to Private Credit
This module explains the basics of lending to private companies and how this fits into your personal portfolio, similar to understanding how different treatment modalities fit into a patient's long-term care plan.
Middle-Market Corporate Debt Analysis
This module covers how to assess the financial health of the companies you are lending to, treating the financial review like a diagnostic examination.
Risk Mitigation Strategies
Learn how to manage the risks of lending, treating your portfolio like a patient whose recovery depends on a preventative care plan.
Understanding BDCs
This module breaks down BDCs, which allow individuals to invest in private credit. Think of this as learning how to use a specific type of medical vehicle to achieve your health goals.
Dividend Mechanics and Portfolio Construction
Learn how to manage the income from your BDC investments, treating your portfolio like a care plan for your long-term financial stability.