Breakout Session – Private Credit in 2026: Income, Liquidity Guardrails, and Insurance Integration

Private credit has moved from a niche allocation to a core consideration for clients with sophisticated planning needs, but in 2026, the focus has shifted to discipline, liquidity, and manager selection as the market has matured.

This session provides an implementation-focused framework for advanced planners, including how to set client expectations around liquidity, evaluate complex structures, and conduct due diligence that stands up with sophisticated clients and their advisors—across fees, valuation, and transparency.