When

Wednesday May 31, 2023 at 12:00 PM EDT
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Where

Westin Hotel - Shenandoah Room
6631 W Broad Street Richmond, VA 23230

 
Driving Directions 

Contact

Ellen Borges 
CFA Society Virginia 
 
rsvp@cfavirginia.org 
  

UNLOCKING THE POTENTIAL OF PRIVATE CREDIT: INSIGHTS FOR ALLOCATORS

 

CFA Society Virginia presents Trevor Katzban, Portfolio Manager & Senior Research Analyst, First Trust Capital Management

Topic: Unlocking the Potential of Private Credit: Insights for Allocators

Wednesday, May 31, 2023
12pm
Lunch Meeting
Westin Hotel
Shenandoah Room

 

 

Trevor Katzban

Trevor Katzban serves as a portfolio manager and as a senior research analyst at First Trust Capital Management L.P. (FTCM). He is responsible for underwriting, monitoring, and assessing the firm’s alternative investment opportunities, as well as making portfolio allocation decisions. Prior to joining FTCM, Trevor worked for a private equity real-estate firm focused on underwriting the acquisition of and development of opportunistic private investment real-estate across multiple asset types.

Trevor is a graduate from the University of Wisconsin School of Business.

 

Register Now!

Registration Closes at 4:30pm on Wednesday, May 24th

Seating is limited for this event.  If you register and later realize you will be unable to attend, please let us know as soon as possible so that someone else can take your spot.  Please register by 4:30pm, May 24th to be sure your seat is saved.

The CFA Society Virginia pays for speaker lunches on a per person basis based on the number of RSVPs received. If a member RSVPs that they will be attending and does not attend, CFA Society must still pay for that lunch. In many instances, this adds up to hundreds of dollars per event. Please be sure to cancel your reservation as soon as possible if you later realize you will be unable to attend.