Program Description
Private credit has moved from niche to centre stage. As traditional banks retreat from certain segments of the financing market, private debt funds are filling that space, offering investors access to returns with profiles distinct from those of the public markets.
In a four-hour in-person session, participants examine private debt as an asset class: its strategies, its return and illiquidity profile, the structure of its vehicles and the criteria for evaluating managers. A complete yet compact map of a market that demands judgment before enthusiasm.
The in-person format encourages direct discussion with the instructor and exchange among participants. April 2026.
General Objective
To provide participants with a comprehensive, practical view of private debt as an asset class, with the elements needed to assess its place in a private wealth portfolio: strategies, vehicle structures, risk profile and manager selection.
Learning Objectives
- 01Understand what private debt is and its place within the private markets.
- 02Distinguish the principal investment strategies in private credit.
- 03Assess the return, risk and illiquidity profile of the asset class.
- 04Analyse the structure of private debt vehicles: terms, fees and distributions.
- 05Understand the role of private credit within a diversified wealth portfolio.
- 06Identify selection criteria for managers and vehicles.
Why Take This Program
- Four in-person hours of immersion in an asset class expanding rapidly across institutional portfolios.
- In-person format: direct discussion with the instructor and networking with fellow participants.
- A comprehensive view of the asset class: strategies, returns, illiquidity and vehicle structures.
- Practical criteria for evaluating private debt managers and funds.
- A wealth management perspective: private credit as a complement to the traditional portfolio.
- Compact format designed for executive schedules.
- Part of the 2026 catalogue of the Private Wealth Management Institute.
- Scheduled for April 2026 within the official PWM calendar.
- Tuition of $20,000 MXN plus VAT.
- Backed by RiskMathics, Latin America's reference institution in financial training.
Syllabus — Key Topics