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.
1 min read · 25 November 2019
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.
1 min read · 30 October 2019
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.
1 min read · 16 October 2019
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.
1 min read · 14 June 2019
Daniel Zwirn, a former hedge fund luminary and now head of investment firm Arena Investors, is one of the authors of a white paper predicting trouble ahead for, among other things, mid-market loans and leveraged loans. In this video, he explains his concerns.
4 min read · 04 June 2019
Unitranche loans have affected the financing process, leaving investors an opportunity for a higher-yielding loan, says Twin Brook’s Richard Christensen.
1 min read · 17 May 2019
Pemberton’s Symon-Drake Brockman names Greenland as one of his bucket list travel destinations in our latest conversation with some of the asset class’s leading figures.
1 min read · 01 May 2019
We meet one of private debt’s biggest influencers, Tikehau co-founder Mathieu Chabran, to talk about his love of rugby, food and the strangest thing an investor has ever asked him.
1 min read · 10 April 2019
Gaining a foothold in the broader market of private debt can be tough, but by picking the best key personnel for a specific area of the economy, lenders may increase dealflow, says Twin Brook Capital Partners’ Trevor Clark.
1 min read · 08 April 2019
