Chris Grimm and Dave Smith Speaking at With Intelligence 2025 Fall Retreat 9/16

September 05, 2025

On Tuesday, September 16, Chris Grimm, CFA, CAIA and Dave Smith, CFA will be speaking at With Intelligence’s Fall Retreat in Chicago.

Chris will be moderating a session entitled, “Is Private Credit’s Alpha Just Access?” described as follows: At this point, it would be a glaring omission if a private credit firm’s pitch deck didn’t cite their “proprietary deal flow” as a competitive advantage. But if everyone has it, does anyone? And if deal sourcing isn’t a competitive advantage, what is driving the private credit universe’s claims of steady, yet robust, returns?

Dave will be moderating a session entitled, “LP Bedfellows Matter, But How Much – and What Can Allocators Do About It?” described as follows: It’s not exactly the prisoners’ dilemma, but it’s close: With many asset classes and managers, who you’re invested alongside does matter. The question is: How much, and can allocators do anything about it besides pray? Join us for a discussion around the makeup of an asset manager’s client base, the implications of being invested alongside certain allocator types in both private and public markets, and the game theory that can arise when there is a rush for the exits.

With Intelligence is a global business information organization focused on the asset management industry. For more information, please visit their website.