LPL Focus 2026
San Diego | August 9–12, 2026
Cutting through the Noise: Where Private Credit Fits in Client Portfolios Today
Private credit is gaining traction in advisor portfolios, but where does it fit? This session explores its role alongside traditional fixed income, key trade-offs, allocation considerations, and client suitability. Attendees will leave with practical ways to explain private credit, address common objections, and understand how LPL advisors can access private credit solutions.
Strategic Wealth, L&S and Linsco Happy Hour
Barings is sponsoring a grand slam evening at the ballpark. This event gives colleagues and business leaders an opportunity to unwind, connect, and strengthen relationships at an exciting game between the San Diego Padres and the Milwaukee Brewers.
Featured Speaker
Joseph has worked in the industry since 2010. Prior to joining the firm in 2022, he worked for Wells Fargo Securities’ Leveraged Finance Sales and Trading Group, where he worked as a Senior Investment analyst covering loans and bonds in the healthcare, packaging, real estate, and DATS sectors. Before that, Joseph worked in the Equity Research Department of Wells Fargo Securities covering BDCs and private credit. In a prior role at Wells Fargo Securities, Joseph worked on the Leveraged Loan Syndicate desk with a focus on structuring and underwriting syndicated loan transactions. He holds a B.S. in Business Administration from the College of Charleston and is a member of the CFA Institute.
Joseph Mazzoli, CFA
Head of Investor Relations & Client Development, Barings BDC
Meet the Team
Joseph Mazzoli, CFA
