In the spring of 2023, Colin and I gave a talk at an investor conference that was entitled How to Not Get F***ed in Private Credit .  This was soon after several prominent Canadian credit funds made negative headlines for “gating redemptions”, meaning telling their investors that they could not have their investments back in accordance with the fund’s standard redemption terms.  Those investors may or may not have been able to get their money back by now.  (Okay, mostly not.)

Interest rates are low and it’s hard to generate investment income, but there are alternatives. Colin Kilgour recently joined the...

[Note: I started to write this using a ‘trusted advisor’ voice with objective observations sprinkled with general recommendations. But...