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Oaktree’s Marks sees a secular change in the investing backdrop

The ‘oracle of credit investing’ rates the Fed, the banking system and private credit, and discusses interest rates and the upside of excesses.

Blackstone’s Gray sees ‘structural changes’ in credit

Gray tells PEI Group’s NEXUS conference that corporate and real estate debt are the fastest growing assets of the firm.

Oaktree’s Marks: ‘isolated issues’ but no systemic risk

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.

Direct lending head leaves Carlyle – internal memo

The manager’s deputy CIO for global credit, Justin Plouffe, will add direct lending to his responsibilities, as global credit becomes biggest segment.

Ares Management’s Graves to leave firm, as special opps strategy joins private credit

Graves, who is based in Los Angeles, joined Ares in 2017.

Pollack leaves Blackstone for top post at Starwood Capital

Jonathan Pollack, who will officially come on board at Starwood in 2025, will join the firm at a time when alternative lenders are expected to be able to significantly increase their market share.

LP Perspectives 2024: A ‘brightening of the mood’

In the latest episode of the Private Debt Investor Podcast, Decalia’s Reji Vettasseri examines some of the key findings from our annual study of investor attitudes toward the asset class.

‘Anti-fragile’ private debt can keep the regulators happy

Amid chatter about the potential systemic risk that private debt may pose, the Alternative Credit Council’s Jiri Krol admits the asset class has a data problem but sees little for the policymakers to fear.

Hunter Point looks to nab insurer clients with MassMutual NAV vet

The firm has been hiring big names in NAV since early last year.

Goldman puts focus on private credit with executive changes

The asset manager names Greg Olafson global head of private credit in its bid to double its $110bn platform.