Ep. 56: Jordon Kruse & Matt Wilson, Oaktree Capital | Opportunities in Special Situations Investing

Shiv interviews Jordon Kruse, Managing Director and Co-Portfolio Manager, and Matt Wilson, Managing Director and Co-Portfolio Manager, at Oaktree Capital. 

In this episode, Matt and Jordon explain their approach to special situations investing, including rescue financing transactions where they restructure the debt and balance sheet of companies. They share how they create the most value for their LPs, how they’re protecting themselves from risk, and how a company’s cash flow might be impacted by debt service in the current market. Learn about different financing options and the current realities of today’s market for PE firms. 

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.