As investors become more comfortable with private debt and begin to see it as an integral part of their portfolios, they are increasingly looking for ways to diversify their allocations. Sachin Patel of Funding Circle suggests how this can be done.
Kennedy Lewis Investment Management is looking to cut across various lanes of rules-based capital markets, say its founders David Kennedy Chene and Darren Lewis Richman.
Heading off issues before they appear is one of the keys to engaging with the SME market and you can only do that if you have scars born of experience, insists Alex Schmid of ESO Capital.
Some legal work for private debt fund managers is of a routine nature that can be both inefficient and costly when managed by the funds themselves or outsourced to traditional law firms. This has created a gap in the market for specialists to take advantage, explains Brian Korchin, managing director and VP of sales at InCloudCounsel.
David Forbes-Nixon, co-founder, chairman and chief executive at Alcentra, and Eric Larsson, co-portfolio manager of the special situations team, discuss energy, retail and other opportunities amid economic strain.
Johnson Har, head of Hong Kong at Alter Domus, Kevin Williams, head of operations for Asia-Pacific, and Jayesh Peswani, relationship manager for Asia-Pacific, offer their perspective on Asian special situations and how investors can access opportunities onshore and in the broader region.
Kartesia Capital founder Jaime Prieto explains where the future opportunities lie for distressed debt and special situations in Europe
Stuart Mathieson, head of Barings’ Global Special Situations Investments Group in London, and Bryan High, co-portfolio manager for the Global Special Situations strategy in the US, discuss the outlook for distressed debt investing.
Unitranche loans have affected the financing process, leaving investors an opportunity for a higher-yielding loan, says Twin Brook’s Richard Christensen.
As more firms entered private credit in the decade post-global financial crisis, a stratification of managers left the top tier with capital aplenty and the brightest talent, says Madison Capital Funding’s senior leadership team.