Senior Debt

topic on 2 shows · 3 statements across 3 episodes

Capital Allocators 20VC

3 statements about Senior Debt, every show

Sustained 12% Senior Debt Rates Would Cause an Economic Depression
“You can't finance the US economy with senior debt at 12%. You'll create a depression.”
Kipp deVeer Jul 24, 2023 ▶ 55:05 Kipp deVeer – The World of Private Credit at Ares (EP.329)
Sack: Morgan Stanley PE's recent deal used senior debt at around 3x EBITDA
“So the financing was there. It was interested. It was constructive, but it was senior only through something like three-ish Turns of EBITDA, not seven or eight or nine or whatever people out there reading about private equity think we do, and we put a lot of o…”
Aaron Sack Apr 27, 2023 ▶ 23:22 Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
20VC Disclosure
Marks: Oaktree Navigates Crises by Investing in Senior Debt of Viable Companies
“I think for Oaktree, Harry, all we try to do is figure out what companies will stay in business, some idea of what they're worth, and then invest in them on a senior level. And if investing in what we think are viable companies in senior debt, if that doesn't …”
Howard Marks Mar 30, 2020 ▶ 11:34 20VC: Howard Marks on How COVID-19 Impacts Our Economy, Liquidity and National Debt, Why The Theory of Falling Knives and Market Bottoms is Wrong & Why The Best Investors Are Fundamentally Unemotional

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