CION Investments

With a projected annual growth rate of 17.4% between 2022 and 2026, private credit would be the second largest private asset class, behind private equity, by 2023. And in terms of all alternative asset classes, private debt is forecast to be the fastest growing over the next four-to-five years. Read more in our Insight, The Private Asset Revolution Is Here: https://bit.ly/3ryts3y

Interval funds are seeing demand from investors, from UHNW to retail. These innovative, semi-liquid structures can marry the needs of the manager to execute a long-term strategy with the needs of the investor to have some access to capital. Read more in our Insight: https://bit.ly/3WFmgmz

Julia Healey, CEO of United Charitable, joins us for a discussion on Donor Advised Funds. DAFs can create flexibility, while still providing tax benefits and estate planning options. Listen to the full podcast: Spotify: https://spoti.fi/3SYM0YG Apple: https://apple.co/4fX0132

S&P Global Ratings looked at private credit funds in the context of a normalizing environment for default rates, and the strong demand these funds have seen in recent years.

Julia Healey, CEO of United Charitable, joined us for a in-depth discussion of Donor Advised Funds. Charitable giving is more than an estate planning strategy, and DAFs are a way to allow the money to grow and create flexible giving plans. For Advisors, it’s a great way to differentiate your practice. Tune in: Spotify: https://spoti.fi/3SYM0YG Apple: https://apple.co/4fX0132 Derek Schwartz

CION’s co-Founder and co-CEO, Mark Gatto, joined Rich Walker 🏁 on The Customer Wins podcast for a discussion on why CION has always believed that alternatives are for everyone. The discussion gets deep on private market alternatives, and how they can be a differentiator for advisors in building investor portfolios. https://apple.co/4fXt8mT

CION believes that alternatives are for everyone, and we are committed to partnering with financial advisors as they help their clients incorporate private market assets into traditional portfolios. Please join us in welcoming Nathan Newhall, who brings deep experience in the alternatives space.

Derrick Kinney, CEO of Success For Advisors breaks down how to build trust and create sticky relationships - and scale that to build a practice. It’s all about owning a problem and solving it for clients. Tune in: Spotify: https://spoti.fi/3WMwEZO Apple: https://apple.co/3WHYK8a Derek Schwartz

Derrick Kinney has unique solutions for the most important challenges that advisors face. Everything from mindset, to marketing, events, and building your team comes up in our discussion, and the exercises and ideas he gets into are game changers. Tune in: Spotify: https://spoti.fi/3WMwEZO Apple: https://apple.co/3WHYK8a Derek Schwartz

Financial advisors, how do you focus on good growth? It’s the key to building the practice you want, but saying no can go against instinct. Michael J. Clarke, of Protection Point Advisors, Founder of National Referral Network and author of A Firm Worth Building, has a process that works. Tune in: Spotify - https://spoti.fi/3WqwTJS Apple - https://apple.co/3Y5EdMc Derek Schwartz