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So much has changed in the private debt world over the last year or so, and Europe has its own particular set of challenges. Delegates at our Europe Summit this week tuned in to the key talking points.
Howard Marks
The industry veteran doesn’t believe private credit will bring down the system, but some managers will struggle in a higher-rate environment, he told attendees at PEI Group’s NEXUS 2024 summit.
Amazing vibrant Times Square crowded with tourists and people sightseeing. New York City, Manhattan, USA.
At our gathering of private debt professionals from the US and elsewhere, participants had a sense of resilience and opportunity – while also acknowledging that tough times may lie ahead.
The direct lending market was catalysed by banks’ withdrawal from mid-market corporate lending, and many are predicting that private credit firms in asset-based finance will be boosted in a similar way.
Some observations we heard from the direct lending market during PDI's New York forum in September.
There is the same kind of dislocation in the market that enabled Canada’s PSP to make high returning investments when it first launched into private debt.
Three high-profile keynote speakers revealed their concerns and expectations for private debt at the PDI New York Forum.
The alternative asset behemoth is well positioned for a downturn as it monitors portfolio liquidity and credit lines, the firm’s co-president said.
Apollo's James Zelter
Top executives including Howard Marks and James Zelter expressed concern at last week's PDI Forum about political change and the risk of private equity being ‘squashed’.
Portfolios are strong, but political uncertainty and originating good deals pose risks for private debt providers.
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