Lower rates ahead: Pursue higher income with private credit – BondBloxx ETFs & Macquarie Asset Management – 9.29.25

Overview:
Title: Lower rates ahead: Pursue higher income with private credit
Date: Monday, September 29, 2025
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Amid a shifting market backdrop, private credit can offer attractive income potential and diversification. Join us for a webinar for insights on private credit markets, investing strategies, and how to evaluate private credit ETFs.

This session will explore:

  • Market Outlook: Gain a thorough understanding of the health of borrowers in private credit, including middle market companies, and how current economic conditions are shaping their outlook.
  • Private Credit as an Asset Class: Discover the evolution of private credit and its characteristics compared to traditional asset classes.
  • Benefits of Private Credit Investing: Learn about the potential benefits of private credit investments, including diversification, higher income potential, and lower volatility.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Tony Kelly Tony Kelly Co-Founder BondBloxx ETFs

A trailblazer in ETF product design, structure, and trading, Tony leads the product and capital markets teams at BondBloxx responsible for developing new ETF strategies and overseeing relationships with authorized participants, market makers, liquidity providers, and exchanges. Tony is also Chief Financial Officer, Chief Accounting Officer, and Treasurer of the BondBloxx Trust.

Before joining BondBloxx, Tony served as Global Head of Product and Strategy for the ETF business at Goldman Sachs Asset Management. Prior to Goldman Sachs, he served in a variety of roles at Barclays Global Investors and BlackRock where he was responsible for managing the development of more than 150 funds and establishing the capital markets group at iShares. He was also named as inventor on two ETF-specific patents.
Brian Van Elslander Brian Van Elslander Managing Director, Head of MAM Direct Lending Portfolio Management – Americas Macquarie Asset Management

Brian is Head of MAM Direct Lending in the Americas for Macquarie Asset Management (MAM). In this role, he is a member of the Investment Committee and oversees Macquarie’s direct lending asset management strategy, which is invested and managed by MAM in partnership with Macquarie Capital.

Brian has more than 30 years of financial services experience in capital markets, advisory, and asset management. Brian joined Macquarie from J.P. Morgan Asset Management, where he was Co-Head of Global Performing Credit. Prior to this, he served as Co-Head of Private Strategies for Wells Fargo Asset Management and as Head of the Financial Sponsors Group at Wells Fargo Securities. During this time, he also served on the Investment Banking and Capital Markets Operating Committee. Earlier, Brian also held senior client and capital markets roles at Credit Suisse and J.P. Morgan in New York and London.

Brian earned a Bachelor of Arts, with Honors, from Michigan State University and a Master of Business Administration from The University of Chicago Booth School of Business, where he was a Wallman Scholar.
For Financial Professional Use Only

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. Read the prospectus carefully before investing.

There are risks associated with investing, including possible loss of principal. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such payments will cause the price of that bond to decline. Private credit investments are generally illiquid and do not trade on public or established exchanges, though certain investment vehicles such as CLOs may offer exposure to these assets with secondary market trading. While these vehicles can provide more liquidity, the underlying private credit instruments may remain less liquid.

This information does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact BondBloxx or consult with the professional advisor of their choosing.

Except where otherwise indicated, the information contained in this page is based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Recipients should not rely on this material in making any future investment decision.

Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Distributor: Foreside Fund Services, LLC.