Polen Capital

Polen Capital would like to wish you all a very Happy Thanksgiving. Recently, Polen employees made a positive impact in our community by participating in the Boca Helping Hands Thanksgiving Box Brigade program. Our Volunteers filled 50 bags with all the essential ingredients needed to prepare a traditional holiday meal.

Polen Capital employees partnered with Stone House to sponsor their annual Thanksgiving Dinner at their Roxbury facility on November 20. For over 50 years, Stone House has supported Boston families affected by domestic violence. This remarkable organization provides a secure environment like a traditional "stone house," along with residential and community-based programs. They focus on trauma recovery, personal growth, and developing essential life skills for their clients. Fourteen dedicated members of Team Polen from the Waltham and Boston offices volunteered at the event, serving a traditional Thanksgiving dinner to nearly 100 Stone House clients.

Will the advantages many investors see in private credit continue, or is this going to become a world of too much money chasing too few deals? Our very own Head of Credit Team Dave Breazzano joins other industry thought leaders for a panel titled “Is the Embrace of Private Credit and Private Debt Markets Sustainable?”. Come hear him discuss these insights as well as Polen’s approach to private credit at the Texas LP Summit in Fort Worth, TX on December 4.

While private credit may have been one of the fastest-growing asset classes over the last 25 years, should asset management professionals view this expansion with some caution? Portfolio Manager John Sherman shares his thoughts with PWM on the private credit industry's recent interest in AI. https://bit.ly/3O93wGG

What does China’s most comprehensive stimulus package in the last decade mean for equity markets? Read our recent Thought Capital piece to hear Polen’s China experts put the recent dramatic market moves into context. https://bit.ly/4eyWm9u

We’re excited to be exhibiting at IMPACT® 2024 in San Francisco, connecting with RIA Advisors from across the country. Be sure to visit us at The Exchange at Booth # 1727. #SchwabIMPACT https://bit.ly/4fCU3TX

Our very own CLO Platform Co-Lead Jim Stehli will join members of Opal Group at the CLO Summit 2024 in Dana Point, CA. On December 6th, come hear his insights on how to launch a CLO platform workshop. #CLO #Finance

When is it not appropriate for the financial services sector to use AI? Our Head of AI and Risk Analytics Zhang Zhang, CFA recently addressed RE•WORK’s AI in Finance Summit in Boston on how the misuse of GenAI risks diminishing the value of AI in asset management as well as other financial services organizations.

What differentiates lower-tier, high-yield investing from higher-grade, high-yield investing? Listen now and view all of our Fireside Chats with Dave Breazzano here: https://bit.ly/4djOSaj

Zhang Zhang, CFA, our Head of AI and Risk, will speak at the RE•WORK AI in Finance Summit this week. Zhang's topic will be "Understanding When Not to Use Generative AI in the Financial Services Sector." We hope to see you there!