David Saks
Education
Notable awards
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Courses
July 9, 2026 • 11:00AM ET • 1 CE Credit
Demystifying the Alternative Credit Landscape
As the alternative credit landscape continues to expand beyond traditional lending, advisors are navigating a broader and increasingly complex opportunity set. This educational session will demystify alternative credit, exploring how these strategies differ in structure, risk, and return potential—and why they are playing a growing role in client portfolios today.
The session will feature Jonathan Doolan, Co‑Head of Capital Formation at AMG, moderated by Keith Black, Director of Education at RIA Channel, in a continuing education (CE) eligible discussion focused on alternative credit strategies and a practical framework for portfolio evaluation.
Advisors will gain insight into:
- Understand the asset class: Define alternative credit, including direct lending, asset‑backed credit, and specialty finance, and how these exposures compare with traditional fixed income
- Explore market dynamics: Examine the key forces reshaping credit markets and why alternative credit solutions have become increasingly attractive
- Gain evaluation insights: Provide a practical framework for assessing alternative credit strategies and determining their role within client portfolios
Jonathan (Jonny) Doolan
Managing Director, Co-Head of Capital Formation
AMG
Read Jonny’s bio
Jonny Doolan is Co-Head of Capital Formation, co-leading the execution of the Company’s strategy with respect to aligning AMG’s capital-raising resources and capabilities with Affiliate marketplace opportunities; he leads a team collaborating with Affiliates to develop and execute on strategic product opportunities to accelerate growth in new markets and channels. Prior to joining AMG in 2023, Mr. Doolan was a managing partner of Indefi Financial Services, a boutique management consulting firm. Previously, he was a partner at the Casey Quirk practice at Deloitte Consulting, where he expanded the practice’s European client footprint and expertise. Mr. Doolan received a B.A. in Economics and International Affairs from the University of Colorado Boulder.
Keith Black, PhD, CFA, CAIA
Director of Education
RIA Channel®
Read Keith’s bio
Award-winning author and course designer skilled at making complex topics understandable for audiences of varying degrees of sophistication. Teaching, writing and public speaking topics have included cryptocurrencies, hedge funds, private equity, real estate, commodities, structured products, options and futures, machine learning, and infrastructure. Experience in a variety of institutional investment roles, spanning the alternative investment arena. Consulting experience includes designing alternative investment portfolios for corporate and public pension plans, where manager due diligence led to over $600 million in client investments. Direct trading experience includes commodity swaps and futures; equities, including options and futures; and a long-short equity hedge fund. CFA, CAIA, and FDP charterholder and a member of the CFA Speakers’ Bureau. Published eight books, fifteen refereed journal articles, and served on the editorial board of the CFA Digest, Journal of Alternative Investments, and The Journal of Investment Consulting. Selected as a Rising Star of Hedge Funds by Institutional Investor magazine
Specialties: Cryptocurrencies, hedge funds, commodities, real assets, options, futures, derivatives, volatility, portfolio construction, alternative investments, academic research, professor, course development, expert witness, defined outcome investing, structured products
If you are having any issues during registration, please send an email to ce@riadatabase.com.
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