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.
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A golden era for opportunistic lending
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24:57
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24:57
This episode is sponsored by Sculptor Capital Management The last 24 months have been a period of uncertainty and volatility in credit markets, with rising inflation and higher interest rates putting borrower capital structures under pressure and making it difficult for lenders to price risk. These headwinds have proven challenging for mainstream l…
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Private credit lenders seize the moment in Europe
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22:24
This episode is sponsored by Arrow Global Private debt has enjoyed sustained success in recent years, with private credit firms stepping in to fill the void left by the retreat of banks from their traditional lending role. The outlook for the asset class in Europe remains strong, as firms continue to find compelling opportunities, even in sectors t…
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Navigating the Asian private credit opportunity
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20:17
This episode is sponsored by Bain Capital Asia’s credit markets are the largest in the world, yet they remain heavily bank dominated. While large blue-chip businesses are well serviced, there is a material undersupply of custom, fit-for-purpose capital for SMEs, mid-market businesses, and financial sponsors. This is creating a significant opportuni…
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One LP’s concerns over systemic risk
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23:58
In this episode, Andy Thomson meets with Raymond Wright, a portfolio manager in private markets at the London Collective Investment Vehicles, which was established in 2015 as one of eight UK Local Government Pension Scheme asset-pooling companies. Wright discusses the organisation’s private debt-focused funds of funds and how he has gone about buil…
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NAV finance steps into the mainstream
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21:10
This episode is sponsored by 17Capital NAV finance used to be a niche, little known corner of debt capital markets, but over the past 10 years it has evolved into a firmly established part of the private markets ecosystem. As NAV finance has moved into the mainstream, private capital managers have taken up NAV facilities in ever greater numbers to …
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The sustainable boom in private credit
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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 e…
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Delivering flexible capital during difficult times
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27:14
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 a…
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Why private debt fundraising saw a seven-year low
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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…
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AIFMD II: Why it threatens funds' strategic freedom
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26:31
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26:31
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,…
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LP Perspectives 2024: A ‘brightening of the mood’
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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 i…
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Apollo’s Akila Grewal on the firm's strategic evolution
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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.…
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ELFA's Sabrina Fox on the tussles that have shaped deal agreements
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In the fifth episode of our Decade of Private Debt miniseries, the European Leveraged Finance Association CEO reflects on the highs and lows of borrower/lender deal negotiations in the industry. Be sure to also check out our Decade of Private Debt special report at Private Debt Investor.Door PEI Group
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Pemberton's Symon Drake-Brockman on the building of a pan-European GP
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In the fourth episode of our Decade of Private Debt podcast miniseries, Pemberton co-founder and managing partner Symon Drake-Brockman discusses how the industry has evolved and recounts the process of shaping Pemberton into the powerhouse it is today. Be sure to also check out our Decade of Private Debt special report at Private Debt Investor.…
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Kartesia’s Julien Rigon on how LP pressure has shaped ESG
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In the third episode of our Decade of Private Debt podcast miniseries, Kartesia's head of France Julien Rigon reflects on the past 10 years from an ESG perspective and looks at how the industry might evolve considering today’s sustainability agenda. Be sure to also check out our Decade of Private Debt special report at Private Debt Investor.…
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LCM’s Paul Burdell on finding gaps in the private credit market
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In the second episode of our Decade of Private Debt podcast miniseries, LCM CEO Paul Burdell discusses the evolution of private debt and banking oversight over the past 10 years, the impact of regulations, as well as LCM’s unique position in the industry. Be sure to also check out our Decade of Private Debt special report at Private Debt Investor.…
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Ares’ CEO Mike Arougheti on the huge potential for private debt’s future growth
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In the first episode of our Decade of Private Debt podcast miniseries, Arougheti looks back at a decade of strategic growth in private credit, emphasising the importance of enduring relationships and the misunderstood, yet resilient nature of the market. Be sure to also check out our Decade of Private Debt special report at Private Debt Investor.…
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Introducing the Private Debt Investor Podcast, where we'll be exploring the emerging trends and most important themes with the biggest names in the private credit asset class. To learn more and see all your subscription options, go to https://privatedebtinvestor.com/podcastDoor PEI Group
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