PDI Podcast

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.

Navigating the Asian private credit opportunity

Bain Capital’s Andrew Schantz explores structural and macro dynamics across the region that are driving the asset class’s growth potential.

One LP’s concerns over systemic risk

In the latest Private Debt Investor Podcast, Raymond Wright of London CIV tells of his wariness around loans passing from regulated bank balance sheets to an unregulated market. But he has high hopes for the asset class in areas such as asset-based finance and secondaries.

NAV finance steps into the mainstream

Over the last decade, net asset value finance has grown into a $100bn mainstream market, which is forecast to grow to some $700bn by 2030. In this podcast, 17Capital’s Dane Graham discusses why he thinks this is only the beginning of its growth trajectory.

The sustainable boom in private credit

As syndicated markets open back up, David Mechlin and Kevin Lawi of the Credit Investments Group in UBS Asset Management (formerly known as Credit Suisse Asset Management) believe that private credit will continue to play a major role for years to come.