Private Credit Managers

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Private Credit Managers, every show

Allocators should require credit managers to have pre-2008 market downturn experience
“My advice would be to anybody that's looking to hire a manager is to really put a premium on experience. People that actually have been in the market before 2008. There are a lot of managers out there that tout their experience. I've been in investing for 1015…”
Dave Brizano Sep 12, 2024 ▶ 43:46 David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
Private Credit Views NAV Loans as a Goldmine While LPs Worry
“Private credit managers see nav loans as a gold mine. Private equity managers are testing the waters, and LPs whose capital is at risk are on the lookout for trouble.”
Ted Seides Oct 14, 2023 ▶ 0:10 WTT - NAV Loans: Canary or the Gold Mine?

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