Summary

In the Q2 installment, Mercer’s Gregg Sommer and Casey Wamsley were joined by Karen Halliday, Head of Private Credit Solutions at Raymond James Investment Management, to explore the latest trends shaping the industry. 

Together they discussed the emergence of semi-liquid assets, the importance of due diligence in the investment process as well as structuring portfolios that not only balance risk and return but also align with your clients' financial objectives.