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CAIA Dallas | Credit Secondaries with HarbourVest
Date(s):
July 23, 2026
Note: All times listed are in local time
Venue:Culinary Dropout Dallas
150 Turtle Creek Blvd Dallas, TX 75207
Fee(s):Free Event
Description:Join CAIA Dallas and HarbourVest Partners for an exclusive fireside chat with Bill Cole, CFA, CAIA, on the rapid growth of credit secondaries and the opportunities emerging across private credit. The discussion will explore how secondaries can provide diversified exposure, attractive pricing, reduced J-curve effects, and shorter duration relative to traditional blind-pool commitments.
Date & Time: Thursday June 23rd 3:00 - 6:00 PM CT
Location Culinary Dropout 150 Turtle Creek Blvd # 101 Dallas, TX. 75207
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Bill Cole
Job Title: Principal
Organization: HarbourVest
Bill Cole joined HarbourVest in 2022 as a product specialist focused on private credit. Bill joined the Firm from Wellington Management Company, where he served as managing director and co-chair of the firm’s Liability Driven Investing (LDI) team. In this role, he worked with actuaries, portfolio managers and fixed income strategists to design liability hedging solutions for corporate defined benefit plans. Prior to this, Bill was an investment officer at the College of the Holy Cross, where he was responsible for the oversight of the endowment’s public equity, fixed income, and hedge fund allocations. Bill received an MBA in Finance from Drexel University and a BA in Economics and Asian Studies from the College of the Holy Cross. He holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations.
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