How to Utilize Private Debt to Generate Alpha Returns | A Manager Conversation with Monroe Capital’s Dayna Kleinman

In this manager conversation, Sightline Wealth Management’s Warren Gerow speaks with Dayna Kleinman, managing director and head of business development at Monroe Capital, as well as the advisor to the Ninepoint-Monroe U.S. Private Debt Fund. During their conversation, Kleinman provides an inside look at how the fund aims to achieve attractive risk-adjusted returns with the downside protection that often stems from investing primarily in secured private credit opportunities, irrespective of the public markets’ volatility.

Some of the specific topics Gerow and Kleinman address include:

  • A brief overview of Monroe Capital and how it has been successful in providing capital solutions to clients since 2004.
  • The type of loans within the fund and how they are typically utilized within a client’s portfolio.
  • The entire loan process, from origination to loan disbursement, and this fund’s differentiators.
  • The most promising private debt sectors in the current macro environment.
  • How Monroe Capital successfully navigated economic crises, such as the 2008 recession and the COVID-19 pandemic, and how it will handle future downturns.

As always, please do not hesitate to contact us if you have any questions regarding this conversation or are interested in allocating toward the Ninepoint-Monroe U.S. Private Debt Fund.

Important Information: 

Warren Gerow is an independent investment wealth consultant at Sightline Wealth Management.

Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts. 

Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds. 

Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.

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