Tag: Private Credit

FEATURE
How You Can Build Better Returns in an Uncertain Economy with Zachary Levenick (Ep. 77)

How You Can Build Better Returns in an Uncertain Economy with Zachary Levenick (Ep. 77)

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In today’s financial world, headlines shift by the hour, and uncertainty feels like the new norm. 

But what if this volatile environment is actually full of opportunity?

In this insightful episode, Robert Curtiss speaks with Zachary Levenick, a seasoned hedge fund executive turned family office investor, about why today’s market isn’t just chaotic, it’s promising. From his global experience managing funds in New York, London, and Latin America, Zach shares his perspective on why volatility may actually signal better potential returns, if you know where to look.

They explore everything from small-cap inefficiencies and underpriced opportunities to the dangers of chasing overvalued giants. Plus, Zach shares why he’s cautious on private credit and where the democratization of alternatives is heading next.

What to expect in this episode:

  • Why wide outcome ranges can unlock better returns
  • What most investors miss about market cycles and timing
  • Where public and private market inefficiencies are hiding
  • How individual investors can access institutional-quality alternatives
  • And more!

Resources:

Connect with Robert Curtiss:

Connect with Zachary Levenick:

About Our Guest:

Before joining THG, Mr. Levenick was a Principal of Taconic Capital Partners, LP (“Taconic”), a multi-billion dollar New York-based private investment firm. Mr. Levenick co-managed the firm’s London-based European operations and was Portfolio Manager for European Equities investing, where focus areas included consumer products, retail, and general industries. He also established and oversaw Taconic’s public and private investment efforts in Brazil, Mexico, Chile, and Argentina, where focus areas included education and logistics. While at Taconic, Mr. Levenick also developed extensive experience in special situations and cross-asset class investing. Mr. Levenick spent 18 years at Taconic, after joining the firm in 2002 as a research associate. Before his career at Taconic, Mr. Levenick worked at J.P. Morgan in investment banking.

Mr. Levenick is a former Director of Barnes and Noble Education (NYSE: BNED).

Mr. Levenick graduated from Harvard College magna cum laude with a degree in History and Literature (Medieval).  He resides with his family in Southern California.  They support a number of educational, outdoor, and local philanthropies in the US and UK.

FEATURE
What You Need to Know About Private Credit with Mark Gatto (Ep. 76)

What You Need to Know About Private Credit with Mark Gatto (Ep. 76)

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With public markets still shaky despite recent rebounds, many investors are looking for more stability, without sacrificing returns. 

In this timely episode, Robert Curtiss sits down with Mark Gatto, co-founder and co-CEO of CION Investments, to unpack how private credit and infrastructure investing can offer stable, reliable alternatives for individual investors.

They discuss the growing accessibility of alternative investments, the yield potential of private credit, and why “boring” may be the new smart in today’s market. Mark also shares how CION’s platform was designed specifically for individual investors, unlike most institutions that only cater to the ultra-wealthy.

What to expect from this episode:

  • Why the majority of high-performing companies are still private—and how to access them
  • How regulatory changes post-2008 created opportunity in private credit
  • The appeal of yield-focused alternatives in a volatile equity environment
  • What to look for when choosing private market managers
  • And more!

Resources:

Connect with Mark Gatto:

Connect with Robert Curtiss:

About Our Guest:

Mark Gatto is Co-Founder, Co-Chief Executive Officer, and Co-President of CION Investment Group, CION Investment Corporation (CIC), and CION Grosvenor Infrastructure Fund.

He is also a Director and Co-Chief Executive Officer of CION Ares Diversified Credit Fund (CADC). Mr. Gatto serves on the investment committee of CIC and the investment allocation committee of CADC.

Mr. Gatto joined CION in 1999. He served as Executive Vice President and Chief Acquisitions Officer from May 2007 through January 2008. He served as Executive Vice President of Business Development from May 2006 through May 2007 and Vice President of Marketing from August 2005 through February 2006. He was also Associate General Counsel from November 1999 until October 2000.

Previously, Mr. Gatto was an executive for a leading international product development and marketing company from 2000 through 2003. Later, he co-founded a specialty business-consulting firm in New York City, where he served as its managing partner before re-joining CION in 2005. He was also an attorney in private practice prior to joining the firm.

Mr. Gatto received an M.B.A. from the W. Paul Stillman School of Business at Seton Hall University, a J.D. from Seton Hall University School of Law, and a B.S. from Montclair State University.

FEATURE
How to Tap into Private Investments with Bob Long (Ep. 61)

How to Tap into Private Investments with Bob Long (Ep. 61)

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Private markets are no longer just for the financial elite—they’re now within reach of individual investors. But how do you make the most of this opportunity without missing out on serious growth?

This week on The Millionaire Next Door, Bob Long, CEO of StepStone Private Wealth, explains how innovative structures like evergreen funds are making it easier to access private equity, credit, real estate, and infrastructure. With features like seamless entry, daily asset valuation, and simplified tax reporting, these investments are transforming how investors build their portfolios.

Find out why diversifying into private markets is more important than ever as public company listings decline while learning how these investments could fuel growth, offer stable income, and protect against inflation.

Key topics discussed include:

  • The growing accessibility of private market investments for individual investors
  • Understanding the distinctions among private equity, credit, real estate, and infrastructure
  • Benefits of StepStone’s evergreen funds for seamless investing
  • Global trends shaping private infrastructure investments
  • Key considerations for accredited investors, including liquidity and advisory collaboration
  • Reasons having a financial advisor in your corner can make all the difference
  • And much more!

Resources:

Connect with Bob Long:

Connect with Robert Curtiss:

About Our Guest:

Bob Long is the CEO of StepStone Private Wealth. Bob has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and limited partner roles. He has served as the CEO of two publicly traded companies focused on expanding private market access for high-net-worth investors.

Prior to joining StepStone, Bob was the CEO of OHA Investment Corporation, a publicly traded specialty finance company. Previously, he co-founded Conversus Capital, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM, and served as its CEO. Previously, Bob led Bank of America’s $7 billion strategic capital division. Early in his career, Bob served as the lead in-house counsel for a large portion of Bank of America’s Investment Banking Division and worked as a securities lawyer for a major law firm.

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