NAVIGATING PRIVATE CREDIT
Fiduciary-focused. Objective. Applied.
Expand Your Expertise. Led by seasoned professional and academic experts, this module goes beyond theory. Bolstered by real-world case studies and engagement, coursework provides frameworks, language and insights to confidently integrate private credit into client portfolios. Participants benefit through personal interaction with faculty members, peers and industry leaders.
Just minutes from downtown and Palm Beach Island, the strategically located venue – at FSU’s new West Palm Beach campus facility – is an ideal learning environment for participants in one of the nation’s fastest-growing wealth centers.
Session Dates
(Select one)
Sept. 18-19
Oct. 16-17
Nov. 13-14
Cost
$2,995 per session – includes access to online pre-work, curated instructional materials, networking events and client-ready tools. Fee also includes applicable meals.
Location
Palm Beach Post Building
2751 S. Dixie Highway
West Palm Beach, FL
33405
What you will learn
- A clear framework to define, contextualize and evaluate private credit investment strategies
- The differentiation between structures, vehicles and terms, including fee models
- How to identify and assess sub-asset categories
- Practical tools for manager due diligence
- Portfolio construction examples and implementation strategies
- Client communication tools to debunk myths and address ethical considerations
Who should attend
Each session is intentionally capped at 40 participants to foster greater interaction among participants and instructors. Participant backgrounds may include:
- Financial advisors and wealth managers seeking to expand their expertise in alternative investments and enhance their practice
- Fiduciary professionals aiming to deepen their understanding of portfolio construction, due diligence, and communication strategies
- Individual investors interested in building informed, research-driven perspectives on private markets
- Family office professionals and staff managing complex portfolios with exposure to alternative strategies
- Professionals exploring the alternative investment space, including those considering career pivots or personal capital allocation strategies
Program Format
| Day One | |
| 5 – 7:30 PM | Fireside Chat & Networking Reception |
| Day Two | |
| 8 AM – 4:45 PM | Full day of instruction (includes breakfast and lunch) |
Certificate and Continuing Education Credits
Earn an FSU certificate and up to 12 hours of CEUs across designations and providers, such as CFP®, NASAA, CPA/NASBA, IWI® (CIMA®, CPWA®, RMA®) and IMDDA. The Private Credit module is currently under review for continuing education credit approval. Once credits are confirmed, attendees will be notified of the approved CE credit allocations for this module.
Learning Hours
12 hours (8 in-person hours and 4 online hours)
Instructors
Kelsey Syvrud, PhD
Assistant Chair, Department of Finance
Florida State University
Kelsey Syvrud is a finance academic and investment strategist with expertise in portfolio construction, manager due diligence, and alternative investments. Syvrud brings a unique blend of academic insight and applied experience, having worked in economic consulting and serving as Director of Investment Strategy for Fire Capital Management. She helps advisors, individuals, and institutions translate complex investment concepts into actionable strategies to construct panoramic and risk-tolerant portfolios.
Jim Ulseth, CFA, CAIA
Chief Investment Officer
Elementum Capital
Jim Ulseth is a seasoned investment management executive with a record of developing tailored investment platforms and capabilities. He has nearly 20 years of working with ultra-high-net-worth individuals and institutions. Jim earned an MBA from The University of Chicago Booth School of Business, and his undergraduate degree in Finance from the University of South Florida. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, and serves on the board of Directors for the CFA Society of Miami.
NOTE: This program has limited seats, so please register early. If the program session becomes full, you will be placed on the wait list.
