The ‘flashing red lights’ that were ignored
The failures of First Brands and Tricolor has put due diligence under the spotlight. In The Private Debt Investor Podcast, Matthias Kirchgaessner of Plexus Research and Jiri Krol of the Alternative Credit Council debate whether private debt has problems to confront.
The diversification dilemma: Why ABF offers a solution to LPs
Asset-based finance’s cashflow-based nature and exposure to different areas of the PE market are acting as buffers against macroeconomic uncertainty, says Rithm Capital's Michael Nierenberg in this PDI podcast.
Private debt’s show of strength
In this podcast, Nuveen mid-market direct lending and investment-grade infrastructure credit leaders discuss why lenders who have built strong relationships with investors through market cycles are well-placed to benefit from market uncertainty.
Arrow Global on seeing beyond the cycle
In a fragmented European landscape, success in distressed lending requires more than seizing short-term dislocation. It demands a long-term, locally informed strategy, says the firm's CEO, Zach Lewy.
How Blackstone is building out insurance investment capabilities
Blackstone's Phillip Sherill joins to discuss the company's approach to insurance, what insurance investors are looking for and their activities outside the US
Oaktree on its $16bn opportunistic debt fund
In this podcast, managing directors and co-heads of North America for Oaktree’s Global Opportunities strategy Brook Hinchman and Jared Parker discuss what's top of mind as they deploy capital from the latest vintage of their opportunistic debt strategy.
What’s driving the growth of private credit secondaries
In this podcast, two early pioneers in credit secondaries discuss what’s fueling manager interest in the space and share their views on where the market is headed next.
The road to the ‘golden age’ starts here
Fundraising in private debt has struggled in recent years, a counter-intuitive development given the high hopes widely expressed for the asset class's future. In The Private Debt Investor Podcast, Jess Larsen of Briarcliffe Credit Partners says a corner is being turned in 2025.
Cashflow is king: Making the case for asset-based finance
Private credit investors in search of consistent returns and downside protection in a challenged market should consider allocating to ABF strategies, according to Rithm Capital's Michael Nierenberg in this episode of The Private Debt Investor Podcast.
Goldman’s Reynolds on scale and the $10bn deal
Deals approaching $10bn are becoming possible for direct lenders, says James Reynolds of Goldman Sachs Asset Management. In this podcast, he explains the firm's new climate strategy and expresses optimism over levels of deployment and the M&A market.
Rising stars of private debt share their top tips for success
In this podcast, three of this year's Rising Stars of Private Debt share their advice for the next generation and what they wish they knew when they started out.