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June 4, 2026 • 11:00AM ET • 1 CE Credit

The Case for Private Credit Secondaries

Lessons/Sessions to be included:
• The Case for Private Credit Secondaries
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As private credit continues to evolve, secondaries are emerging as a differentiated way to access the asset class. This educational session will explore the growing role private credit secondaries play in today’s market, how they differ from traditional direct lending strategies, and why they represent a compelling opportunity for client portfolios.

The session will feature Rick Jain, Pantheon’s Global Head of Private Credit, moderated by Rachel Jacobs, Co‑Head of Capital Formation at AMG, in a continuing education (CE) eligible discussion. Our goal is to help advisors gain practical insights into private credit market dynamics and the potential benefits of a secondaries-focused approach:

  • Understand the asset class: Define private credit and direct lending and how they compare with traditional fixed income exposures
  • Explore private credit secondaries: Learn why the market exists and the potential benefits secondaries provide with discounted entry points, enhanced visibility, and risk mitigation
  • Provide portfolio insights: Gain practical guidance on how advisors are using private credit secondaries to optimize client portfolios

Rakesh (Rick) Jain

Partner, Global Head of Private Credit
Pantheon

Read Rick’s bio


Rakesh (Rick) is a Partner and the Global Head of Private Credit at Pantheon. Since joining the firm in 2019 to build and lead the firm’s dedicated private credit strategy, the business has grown to become one of the largest providers of secondary solutions capital to private credit fund managers and investors globally. Throughout his career prior to Pantheon, Rick gained experience as a direct credit investor across a range of strategies, including unsponsored and sponsored direct lending, special situations and distressed, asset-based finance, specialty finance, mezzanine, and control/minority private equity. Previous roles include as a Managing Director and investment committee member at private credit firms including Stone Tower Capital (acquired by Apollo), Green Brook Capital, Star Mountain Capital and Citigroup Alternative Investments. Rick began his career in the Financial Institutions Group at Morgan Stanley. A native of Toronto, Rick received a bachelor’s degree in Economics and Finance from McGill University.

Rachel Jacobs

Managing Director, Co-Head of Capital Formation
AMG

Read Rachel’s bio


Rachel Jacobs 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; she leads AMG’s global sales resources to provide strategic client management and sales strategies across the U.S. wealth and global institutional marketplaces. Prior to joining AMG in 2023, Ms. Jacobs was Head of US Intermediary Distribution at Macquarie. Ms. Jacobs received a B.S. from the University of Rhode Island.


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Pantheon

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