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Lotte Insurance: ‘Really tricky to invest in private RE debt currently’

Investing in the asset class overseas is not meeting the South Korean insurer’s target investment returns, according Janghwan Lee, executive director, team leader of alternative investment team.

Four Korean LPs shifting focus to European private credit

Mid-market GPs are benefitting from demand from Korean investors as the capital flows into direct lending, for now at least.

AFFE: An alphabet soup that has spelled failure

A US regulation aimed at providing investors greater clarity has resulted in a less engaged BDC shareholder base. Moves to spark change are afoot.

Presentation: Fundraising down but appetite strong

View all the key PDI fundraising data from a series of slides presented to delegates at our recent Capital Structure Forum in London.

The family office intent on avoiding the ‘greedy’ managers

While happy with short-duration debt, and now considering longer-duration strategies, Blu Family Office’s Tom Tardif is not impressed with some funds’ low deployment rates.

PDI Capital Structure Forum: What separates European from US LPs

Investors from the two regions have different approaches to private credit investing, including how they look at co-investments.

Golub raising 12th direct lending fund

The alternative lender pulled in $2.63bn for its previous vehicle.

Ability to innovate drives interest in first-time funds – research

Greater flexibility and higher returns were key reasons to back new fund managers.

A difficult pitch, but Europe needs US investors

Europe’s GPs are hungry for capital, and US LPs have plenty to commit. But bringing them together means overcoming concerns about the way disparate regimes operate.

Rattner: ‘I worry about a trade war’

Inflationary pressures and deal structures are among the other things that the former Obama administration adviser thinks could derail the long recovery. We bring you the transcript from his Q&A with Churchill’s Randy Schwimmer at the PDI New York Forum.

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