This Month's Topic (Nov. 15):

# Why Debt Funds Get Overlooked by Equity Investors

# How debt funds actually work, when they shine, and a simple framework to evaluate any fund (People • Process • Position)—plus where a conservative debt sleeve fits in a storm-ready portfolio.

Who will benefit: Investors who want predictable income, lower volatility, and smarter use of idle cash.

# Why Debt Funds Get Overlooked by Equity Investors

• Upside bias & FOMO: Equity headlines promise “doubles.” Debt is steady coupons—less flashy, so it gets ignored.
• Many investors are driven by equity FOMO—the fear of missing out on big upside—while overlooking the steady, risk-managed income debt funds can provide.
• J-curve habit: Many are used to long equity timelines and underestimate monthly cash flow now.
• Marketing volume: Equity syndications are loud; private credit is quieter and more technical.
• Return optics: Equity touts IRR and big exits; debt’s single-digit/low-teens yield looks plain—even if risk-adjusted it’s attractive.
• Tax optics: Equity often produces capital gains; debt pays ordinary income, which some investors avoid without considering net outcomes.
• Misconceptions: “Debt is always safe/always illiquid.” In reality, safety & access depend on structure, lien position, LTV, and duration.
• Diligence burden: Credit underwriting feels “boring” and detailed, so many skip it.
• Access: Quality debt funds are mostly private, with minimums and documents—harder than clicking “buy” on stocks.

Agenda (subject to change):
1:30pm - Arrival and network
2:00pm - Presentation - Why Debt Funds Get Overlooked by Equity Investors
2:30pm - Q&A and network
3:30pm - The end