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Controversial aspects of deal structures such as EBITDA addbacks and restricted payment baskets will come under scrutiny as and when conditions get tougher, says Ares' Michael Arougheti.
Real estate debt looks well positioned compared with corporate debt, maintains Justin Guichard of Oaktree Capital in this interview shot at PDI's New York Forum.
Howard Marks Oaktree video
Complacency may have crept into the private debt market. An inevitable change in circumstances will put firms to the test, says Oaktree co-chairman Howard Marks in this video.
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Listen to the recording of our live podcast from the PDI Germany Forum in Munich covering key issues such as competition, supply and demand and LP allocation priorities.
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