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Private Credit Foundations

Tuesday, March 31, 2026 at 2:00 PM (ET)

Watch now and earn CE credits

Brought to you by

Sagard
Mountainous winter background with headshots of presenter and moderator
Photo credit: Sagard

This webinar session that aired live on Tuesday, March 31, 2026 at 2:00 pm ET, will provide a comprehensive introduction to private credit: what it is, how it works, and how it can fit into investment portfolios.

You will learn:

  • The Fundamentals of Private Credit: Clear explanations of what private credit is, how different strategies work, and where they fit within the capital structure
  • How Deals Work: What goes into a private credit transaction, from origination and underwriting to monitoring and intervention
  • Risk and Return Drivers: Why private credit has the potential to deliver higher yields than liquid public bonds
  • Liquidity and Structure: The tradeoffs between liquid and illiquid funds, the illiquidity premium, and how structures – including tools such as broadly syndicated loan (BSL) sleeves – are designed to manage liquidity
  • Client Considerations: Key factors in managing client expectations, including portfolio fit, access to capital, and valuation mechanics

Presented by:
Stephen ‘Harv’ Harvey, CFA, Chief Investment Strategist, Sagard
Moderated by:
Robin Tessier, CFA, Partner, Head of Sagard Private Investment Solutions, Sagard

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Tuesday, March 31, 2026 at 2:00 pm ET, the recording is available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from CIRO Cycle 11 (CIRO-ID) and FP Canada. CE accreditation is powered by CE Corner.

If you attended the live webinar on, you will receive an email notification from CE Corner when your CE certificate from CIRO Cycle 11 (CIRO-ID) and FP Canada, is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

About the presenters

Stephen Harvey is Chief Investment Strategist at Sagard, bringing over 20 years of global investing experience from roles in Toronto, London, and New York. He was previously Chief Investment Officer at Titan Advisors and a Partner at Saguenay Strathmore Capital. Earlier, he worked in risk management at the Ontario Teachers’ Pension Plan. He holds an Honours degree in Economics from York University and is a CFA charterholder.

Robin Tessier is Partner and Head of Private Investment Solutions at Sagard, leading the structuring and distribution of private asset offerings across major wealth platforms. Before joining Sagard, he held senior roles at BMO Capital Markets and CIBC Capital Markets and practised corporate law at Davies Ward Phillips & Vineberg LLP. He holds a BA from Dartmouth College, an LL.B from Queen’s University, and is a CFA charterholder.

Sagard is a Canadian-headquartered, global, multi-strategy alternative asset management firm focused on the middle market, with approximately $45 billion in assets under management across private credit, private equity, real estate, and venture capital. (CAD, as of Sep 30, 2025)

Sponsored by

Sponsor Image Sagard

CE Credits

How does it work?

CE accreditation powered by

CE Corner Website

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate. If you have questions, please contact support@cecorner.ca.

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.

Watch now and earn CE credits

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Register now and get CE credits, CIRO Cycle 11 (CIRO-ID) and FP Canada (credits pending approval) → →