12本のエピソード

Want to be kept well informed about all the emerging trends and key developments in private debt investment? You’ll find what you need right here, where PDI’s reporters and analysts share their own deep insights, as well as speak with many of the asset class’s most prominent individuals, on topics like deal origination and execution, fundraising, regulation, technological innovation, sustainability and all things private credit.

Private Debt Investor Podcast PEI Group

    • ビジネス

Want to be kept well informed about all the emerging trends and key developments in private debt investment? You’ll find what you need right here, where PDI’s reporters and analysts share their own deep insights, as well as speak with many of the asset class’s most prominent individuals, on topics like deal origination and execution, fundraising, regulation, technological innovation, sustainability and all things private credit.

    The sustainable boom in private credit

    The sustainable boom in private credit

    This episode is sponsored by the Credit Investments Group (CIG)
    Private credit has expanded exponentially in recent years, with most citing the contraction in syndicated markets as the cause of that growth. But now those markets are opening back up, and questions linger about how that will affect private credit.
    So what do continued inflation and elevated interest rates mean for today's managers? What does private credit look like now, and how will it adapt to a new macroeconomic landscape? Will private credit shrink in the wake of access to public credit, or will the two co-exist to provide a full suite of financing options to their clients?
    In this episode, we'll look back at the causes of private credit's recent boom, how much of that boom might continue, and what the future of lending is likely to be in the coming years. We’re joined by Kevin Lawi, private credit portfolio manager and head of origination at the Credit Investments Group in UBS Asset Management (formerly known as Credit Suisse Asset Management), along with his colleague on the public side, David Mechlin, a US portfolio manager and member of the CIG Corporate Credit Committee.

    • 21分
    Delivering flexible capital during difficult times

    Delivering flexible capital during difficult times

    This episode is sponsored by Blackstone
    Private credit has seen significant growth over the past year, with some of the largest asset managers increasing their allocations to the sector. It comes as volatile market conditions and geopolitical tensions have plagued most industries, revealing private debt as a more secure source of capital. So, how are firms looking to take advantage of this uptick in activity? And what areas will they be focusing on going forward?
    In this episode, we're joined by Blackstone’s Michael Zawadzki and Brad Marshall to explore some of the trends shaping private credit and analyse what the manager’s investment strategy looks like. The podcast comes after Blackstone integrated its corporate credit, asset-based finance and insurance groups into a single new unit called Blackstone Credit & Insurance (BXCI) in September.

    • 27分
    Why private debt fundraising saw a seven-year low

    Why private debt fundraising saw a seven-year low

    In this episode, Andy Thomson sits down with Darius Craton, a director at Raymond James/Cebile Capital, a private fund placement and secondary advisory specialist. Craton reflects on PDI's fundraising data for 2023, providing insight into why it was a difficult year for those raising fresh capital but also why 2024 is shaping up to be more fruitful.
    See Private Debt Investor's full 2023 fundraising report here.

    • 25分
    AIFMD II: Why it threatens funds' strategic freedom

    AIFMD II: Why it threatens funds' strategic freedom

    In this episode, we catch up with Jiří Król, global head of the Alternative Credit Council within the Alternative Investment Management Association. The ACC is a body that represents the private credit industry to policymakers, legislators and regulatory authorities globally.
    In the conversation, Król discusses implications arising from the second, revised version of the Alternative Investment Fund Managers Directive (AIFMD), which fund managers in Europe will need to incorporate into their activities over the next few years.
    One of the issues noted by Król is the definition of loan origination funds, which he believes may deter opportunistic investment at times when it’s most needed by the real economy. The conversation also covers areas such as cross-border investing, leverage, liquidity and risk management.
    To listen to our other episodes – including our Decade of Private Debt miniseries – subscribe to the Private Debt Investor Podcast for great insights into the private debt asset class. A recent interview with Król may also be found here.

    • 26分
    LP Perspectives 2024: A ‘brightening of the mood’

    LP Perspectives 2024: A ‘brightening of the mood’

    In this episode, we catch up with Reji Vettasseri, lead portfolio manager for private markets investments at Decalia, a Geneva-headquartered wealth management specialist.
    Vettasseri reflects on some of the key takeaways from PDI’s LP Perspectives 2024 study in conversation with PDI senior editor Andy Thomson and explains why he thinks appetite to invest in private debt funds is growing after a challenging fundraising year in 2023. He also shares his views on why confidence in private debt performance is so strong, and questions whether investors are necessarily justified in continuing to allocate large amounts of capital to the same strategies they’ve backed up to now.
    Click here for the full LP Perspectives 2024 report.

    • 30分
    Apollo’s Akila Grewal on the firm's strategic evolution

    Apollo’s Akila Grewal on the firm's strategic evolution

    In the final episode of our Decade of Private Debt podcast miniseries, the partner in client and product solutions at Apollo discusses the progression of her firm’s private debt business, as well as her personal growth within the industry.
    Be sure to also check out our Decade of Private Debt special report at Private Debt Investor.

    • 20分

ビジネスのトップPodcast

聴く講談社現代新書
kodansha
レイニー先生の今日から役立つ英会話
PitPa, Inc.
経営中毒 〜だれにも言えない社長の孤独〜
Egg FORWARD × Chronicle
REINAの「マネーのとびら」(日経電子版マネーのまなび)
日本経済新聞社 マネーのまなび
元証券マンしんさんのちょっと気になる今日の経済ニュース
元証券マン 投資アドバイザー しんさん
LOGISTEED RADIONOMICS
J-WAVE

その他のおすすめ

The Credit Edge by Bloomberg Intelligence
Bloomberg
FICC Focus
Bloomberg Intelligence
The Insight by Oaktree Capital
Oaktree Capital
Dry Powder: The Private Equity Podcast
Hugh MacArthur, Bain & Company
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
The Memo by Howard Marks
Oaktree Capital Management