Zack Ellison

Zack Ellison

CIO, Founder & Managing General Partner

Zack Ellison, MBA, MS, CFA, CAIA is the Founder and Managing General Partner of Applied Real Intelligence (A.R.I.) and the Chief Investment Officer of the A.R.I. Senior Secured Growth Credit Fund, which provides debt financing to America’s premier innovators and technology companies.

Zack previously worked as a loan underwriter, investment banker, corporate bond trader, and fixed income portfolio manager at five publicly traded firms, including three with over $1 trillion in assets – Scotia Bank, Deutsche Bank, and Sun Life. He holds an MBA from the University of Chicago Booth School of Business, an MS in Risk Management from NYU Stern, and will complete his Doctorate in Business Administration at the University of Florida in 2025.

4:10 pm - 4:50 pm

LP Investor Perspective on Private Credit: Allocating to Private Debt Strategies

• What institutional investors want from private credit funds
• Portfolio construction and risk-return expectations
• Transparency, reporting, and governance for LPs
• Co-investments and SMAs as preferred structures