Navigating the pandemic has highlighted the value of strong relationships and the importance of experience when it comes to underwriting and portfolio management, say Twin Brook Capital Partners’ Drew Guyette, Tim Schifer and Tony Maggiore, who joined Private Debt Investor to discuss some of their takeaways from the past 18 months and expectations for the future.
Credit has been behind other asset classes on ESG, and the US market has lagged behind Europe and Asia, but now is the time to engage in the conversation, say Keith Miller, global head of private debt, and Karlien de Bruin, global head of ESG, at Sanne.
Credit funds proved to be supportive partners to sponsors during the pandemic, and their ability to offer creative solutions is paying off as the economy recovers, say Kfir Abutbul, Bill Brady, Yousuf Dhamee and Jennifer Yount, partners at Paul Hastings.
Understanding just how private debt has matured as an asset class demonstrates why lower mid-market managers belong in any allocation, argues Tom Quimby, managing partner with Tree Line Capital Partners.
India’s evolving distressed debt market offers plenty of opportunities for investors, but local knowledge and experience are crucial to success, says Amit Agarwal from Edelweiss Alternative Asset Advisors.
ESG is dominating debate across all fields of investment, including private debt. Partners Group’s Andrew Bellis and Christopher Bone explain that different forms of lending need different approaches, and that dialogue with companies is key.