As spreads, borrower profiles, and exit conditions evolve, fund managers are rethinking their product mix.

This Fund Forum session explores how experienced lenders are adjusting exposure across asset classes, loan types, and terms. Speakers will discuss why they’re increasing or reducing allocations to certain segments, how they’re pricing risk, and where they see structural demand from borrowers.

Expect conversation around yield vs. volatility, construction exposure, bridge strategies, and niche opportunities. The goal is not predictions — it’s understanding the reasoning behind portfolio shifts happening right now.

Key Takeaways
• Asset classes managers are increasing or trimming
• How product mix decisions affect yield and volatility
• Risk factors driving current allocation changes
• Niche lending areas gaining attention

Your subject matter experts:
• Moderator: Scott Ward, AAPL Education Committee
• Carlos Nodarse, The Mortgage Office
• Jack Helfrich, CV3 Financial Services
• Benn Jackson, Constructive Capital