Asset-based finance: The collateral advantage, income backed by assets – Manulife John Hancock Investments – 5.7.26

Overview:
Title: Asset-based finance: The collateral advantage, income backed by assets
Date: Thursday, May 7, 2026
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

Join us for a timely discussion on asset-based finance (ABF)—an expanding area of alternative credit that enables investors to tap into opportunities across a broad range of hard and financial assets.

What you’ll walk away with:

  • What makes ABF distinctive: what it is and what it isn’t
  • How asset-based strategies shift the focus from the borrower risk to collateral security
  • How to position these strategies with clients looking for income without necessarily taking on hidden equity risk

We’ll also discuss why ABF may merit consideration as a dedicated sleeve within an alternative and/or private credit allocation and how it can help income-focused investors think about broadening portfolio construction.

You’ll also learn more about how Marathon Asset Management, manager of John Hancock Marathon Asset-Based Lending Fund, stands out.

Marathon is an experienced ABF investor with deep structuring and underwriting capabilities, a long history across market cycles, and an institutional platform built to source, evaluate, and actively manage complex, asset-backed opportunities.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Edward Cong Edward Cong Partner, Portfolio Manager Marathon Asset Management

Ed is a partner and portfolio manager, responsible for portfolio construction, asset allocation, and overall fund strategy for Marathon’s long-only, high-yield, and private asset-based investment strategies. He manages asset-based lending and structured finance investments in Marathon’s investment vehicles, including separate accounts. He joined Marathon from Citigroup Corporate Investment Banking where he specialized in asset-backed debt financings in the firm’s Financial Institutions Group. Previously, he worked as a quantitative researcher at Morgan Stanley Capital International.
David Vincent, CFA, CAIA David Vincent, CFA, CAIA Co-Head, Alternatives Intermediary Distribution Manulife Investment Management

David Vincent is Co Head of Alternatives Intermediary Distribution at Manulife Investment Management. In this role, David collaborates with financial advisors and wealth management firms across to country, helping them navigate alternative investments and their role in client portfolios.

Before joining Manulife, David was an Investment Specialist for Real Assets at Brookfield where he was responsible for educating advisors and their clients about real estate, infrastructure and private credit solutions. Prior to that he managed an investment specialist team tasked with working closely with the private clients, institutional, and sovereign wealth channels as the Director of Investments at Cadre. Previously he’s held several alternative investment roles at UBS Asset Management, Alger, Dahab Associates and Morgan Stanley.

Mr. Vincent holds a B.S.B.A. from the University of Pittsburgh. He is a CFA Charterholder and a CAIA designee.

Manulife John Hancock Investments is not affiliated with RIA Channel, Ed Cong, or Marathon Asset Management.

What you should know before investing

Diversification does not guarantee a profit or eliminate the risk of a loss.

Fund shares are illiquid and, therefore, an investment in the fund should be considered a speculative investment that entails substantial risks. Investors could lose all or substantially all of their investment. Shares of the fund are not listed on any securities exchange, and it is not anticipated that a secondary market for the fund’s shares will develop; therefore, an investment in the fund may not be suitable for investors who may need the money they invest in a specified timeframe. The amount of distributions that the fund may pay, if any, is uncertain. Annual distributions may consist of all or part of your original investment, and therefore may not consist of a return of net investment income. The fund’s use of leverage may not be successful and may create additional risks, including the risk of magnified return volatility and the potential for unlimited loss. Exposure to investments in commercial real estate, residential real estate, transportation, healthcare loans, and royalty-backed credit and other asset-based lending, including distressed loans, may also subject the fund to greater volatility than investments in traditional securities. Investments in distressed loans are subject to the risks associated with below-investment-grade securities. In addition, when a fund focuses its investments in certain sectors of the economy, its performance may be driven largely by sector performance and could fluctuate more widely than if the fund were invested more evenly across sectors. The fund’s investment strategy may not produce the intended results. Please see the fund’s prospectus for additional risks.

Clients should carefully read and consider a fund's investment objectives, risks, charges, and expenses before investing. To request a prospectus or summary prospectus with this and other important information, please call us at 800-225-6020, or visit us at jhinvestments.com.

This material is for informational purposes only and is not intended to be, nor shall it be interpreted or construed as, a recommendation or providing advice, impartial or otherwise. Manulife John Hancock Investment and our representatives and affiliates may receive compensation derived from the sale of and/or from any investment made in our products and services.

Sign up at jhinvestments.com to research and compare funds from across the industry, create a personalized dashboard, explore timely thought leadership, and more.

Manulife, Manulife Investments, Stylized M Design, and Manulife Investments & Stylized M Design are trademarks of The Manufacturers Life Insurance Company, and John Hancock and the Stylized John Hancock Design are trademarks of John Hancock Life Insurance Company (U.S.A.). Each are used by it and by its affiliates under license.

NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.

THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC.

M5337964            ABLCWEBEM 4/26