June 04, 2025 | 26 MIN 29 SEC

Private Credit & the OCIO Mindset with Adam Ladd of Windrose Advisors

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About The Episode

In this episode, we head to Boston to meet with Adam Ladd, Vice President at Windrose Advisors, for a conversation about the art and science of manager due diligence—and why private credit has become one of the most relevant and nuanced asset classes in today’s institutional landscape. A former investment associate at Amherst College’s Investment Office, Adam brings a disciplined, endowment-style approach to manager selection and portfolio construction at Windrose.

He shares how his background as a volunteer firefighter and endurance athlete helps him remain calm under pressure and committed to a lifelong learning mindset—skills he brings to evaluating high-conviction, often early-stage, private credit managers. We also dig into how Windrose identifies and supports fund-one managers, and how Adam’s approach to research combines empathy with rigor—a balance Windrose believes allows their portfolios to reflect both the numbers and the narratives behind them.

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Private Credit & the OCIO Mindset with Adam Ladd of Windrose Advisors

About The Episode

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