Podcast

The road to the ‘golden age’ starts here

Fundraising in private debt has struggled in recent years, a counter-intuitive development given the high hopes widely expressed for the asset class’s future. In The Private Debt Investor Podcast, Jess Larsen of Briarcliffe Credit Partners says a corner is being turned in 2025.

Cashflow is king: Making the case for asset-based finance

Private credit investors in search of consistent returns and downside protection in a challenged market should consider allocating to ABF strategies, according to Rithm Capital’s Michael Nierenberg in this episode of The Private Debt Investor Podcast.

Goldman’s Reynolds on scale and the $10bn deal

Deals approaching $10bn are becoming possible for direct lenders, says James Reynolds of Goldman Sachs Asset Management. In this podcast, he explains the firm’s new climate strategy and expresses optimism over levels of deployment and the M&A market.

The ACC’s Jiri Krol on why securitisation rules need changes

Onerous regulations since the global financial crisis have strangled the securitisation market and need attention, according to Jiri Krol of the Alternative Credit Council. In the latest Private Debt Investor Podcast, he also discusses key findings from the ACC’s Financing the Economy report.

The ‘good boring’ approach to private credit

The asset class has been booming for some time, but there are questions around how long that will last. In this podcast, David Golub, president of Golub Capital, discusses how private credit managers can thrive, even during uncertain market conditions.

A golden era for opportunistic lending

Shifts across global credit markets have opened a compelling window for opportunistic lenders with flexible capital. In this podcast, Sculptor’s Jimmy Levin explains how the strategy is upending conventional wisdom about how credit market downturns play out.

Can mentoring help close the private markets gender gap?

In this podcast, three of PEI Group’s Women of Influence 2024 discuss the impact that mentoring can have and offer advice on how to get the best out of these relationships.

Private credit lenders seize the moment in Europe

In this podcast, Zach Lewy of Arrow Global says that private credit firms in Europe can benefit from opportunities in sectors with strong tailwinds, such as residential real estate.