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Mike Sall

Mike Sall

Heron Finance Adds 8 Leading Private Credit Funds to Platform: Blackstone, KKR, T. Rowe Price, & More

Heron Finance Adds 8 Leading Private Credit Funds to Platform: Blackstone, KKR, T. Rowe Price, & More

Heron now offers investors and RIAs exposure to 12 leading private credit funds with over 3,000 loans from all 11 GICS sectors.
Mike Sall Apr 24, 2025
The Future of Investing in Private Credit Funds: Institutional-Quality Personalized Portfolios

The Future of Investing in Private Credit Funds: Institutional-Quality Personalized Portfolios

At Heron Finance, we believe the private credit market should be more accessible and more personalized to individual investor preferences. That’s why we created the Personalized Private Credit portfolio for U.S. accredited investors to gain exposure to institutional-quality private credit.
Mike Sall Nov 14, 2024
Introducing the Personalized Private Credit Portfolio from Heron Finance

Introducing the Personalized Private Credit Portfolio from Heron Finance

It’s an exciting day at Heron. We’re announcing our groundbreaking Personalized Private Credit portfolio—now available to all U.S. accredited investors.
Mike Sall Nov 13, 2024
Our Approach to Liquidity

Our Approach to Liquidity

Heron Finance seeks to improve liquidity for its investors. This article explores our approach to liquidity, redemptions and lockup periods.
Mike Sall Nov 12, 2024
How Much of Your Portfolio Should You Allocate to Private Credit?

How Much of Your Portfolio Should You Allocate to Private Credit?

Many investors in private credit want to know what percentage of their portfolio they should allocate to the alternative asset. This article leverages institutional investor allocations to derive an answer.
Mike Sall Apr 16, 2024
©The Heron Finance Blog 2024 | The information on this website does not constitute an offer to sell securities or a solicitation of an offer to buy securities. Further, none of the information contained on this website is a recommendation to invest in any securities or a recommendation of any interest in any investment offered by Warbler Labs, Inc. or any of its subsidiaries (collectively, “Warbler”). Any financial forecasts or financial returns, whether in the form of dividends or capital appreciation displayed on this website are for illustrative purposes only and are not a guarantee of future results. Private credit investments are subject to credit, liquidity, and interest rate risk. In the event of any default by a borrower, you will bear a risk of loss of principal and accrued interest on such loan, which could have a material adverse effect on your investment. A borrower may default for a variety of reasons, including non-payment of principal or interest, as well as breaches of contractual covenants. Credit risks associated with the investments include (among others): (i) the possibility that earnings of a borrower may be insufficient to meet its debt service obligations; (ii) a borrower’s assets declining in value; and (iii) the declining creditworthiness, default, and potential for insolvency of a borrower during periods of rising interest rates and economic downturn. No communication by Warbler or any of its affiliates through this website should be construed or is intended to be investment, tax, financial, accounting, or legal advice. Warbler Advisory, Inc. is an SEC-registered investment advisor (RIA). Such registration should in no way imply that the SEC has endorsed the entities, products or services discussed herein.