Accepted for 1 CE Credit
Private Credit Market Update: Demystifying the Headlines
Wednesday, March 25, 2026 • 1:00 PM ET • Accepted for 1 CE Credit
Lessons/Sessions to be included:
• Private Credit Market Update: Demystifying the Headlines
The private credit landscape has never been more dynamic—or more discussed. With headlines ranging from record fundraising to concerns about credit quality and market saturation, financial advisors are increasingly being asked to separate fact from fiction when it comes to this rapidly evolving asset class. This webcast will cut through the noise, and will offer an analysis of the current state of private credit and what it means for your clients’ portfolios.
Join us as experts provide a market update, addressing the most pressing questions surrounding private credit today.
Accepted for 1 CFP / IWI / CFA CE Credit
Speakers
Phil Bauer, CFA, CAIA
SVP, Portfolio Specialist
Calamos Investments
As a member of the firm’s portfolio specialist team, Phil focuses on our private market strategies. He is responsible for communicating our investment process and strategy, asset-class perspectives, strategy performance and positioning to clients. In addition, Phil works closely with investors on private markets research, education, and portfolio construction. Phil has more than 13 years of industry experience, including roles at Fort Washington Investment Advisors and Mercer. Prior to joining Calamos in 2024, Phil served as Principal, Private Markets at Mercer where he led coverage of private credit and helped manage the firm’s institutional private markets fund-of-funds offering. Before embarking on his corporate career, Phil played professional baseball with the Cincinnati Reds organization. Phil graduated from Xavier University with a BA in Accounting. In addition to being a CFA charterholder, he holds the CAIA designation.
Phil Bauer, CFA, CAIA
SVP, Portfolio Specialist
Calamos Investments
As a member of the firm’s portfolio specialist team, Phil focuses on our private market strategies. He is responsible for communicating our investment process and strategy, asset-class perspectives, strategy performance and positioning to clients. In addition, Phil works closely with investors on private markets research, education, and portfolio construction. Phil has more than 13 years of industry experience, including roles at Fort Washington Investment Advisors and Mercer. Prior to joining Calamos in 2024, Phil served as Principal, Private Markets at Mercer where he led coverage of private credit and helped manage the firm’s institutional private markets fund-of-funds offering. Before embarking on his corporate career, Phil played professional baseball with the Cincinnati Reds organization. Phil graduated from Xavier University with a BA in Accounting. In addition to being a CFA charterholder, he holds the CAIA designation.
Tom Leahy, CFA
Director of RIA Sales
Calamos Investments
Tom Leahy, CFA
Director of RIA Sales
Calamos Investments
Register Now!
Already have an account? Sign in
*Required Fields