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covenants

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Mar 25, 2019 by Jordi Visser · across every show →

Everything said about covenants, oldest first

Mar 25, 2019 bearish
Prediction Not checkable as stated
Debt covenants will dominate financial market conversations by 2024
“And that capital structure, things like covenants, these are going to be a major part of the conversation over the next three to five years. And I don't think people are ready for what that means.”
Jordi Visser Mar 25, 2019 ▶ 1:08:53 Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Jul 26, 2021
Disclosure
Owl Rock Assigns Independent Covenant Specialists to Every Deal
“Every deal we do, we have someone who is focused exclusively on covenants. They don't talk to any PE firms. They are just trying to understand if things go wrong, what is the art of the possible?”
Doug Ostrover Jul 26, 2021 ▶ 33:26 Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
Jul 24, 2023 neutral
Insight
Modern High-Yield Restructurings Are Driven by New Capital, Not Covenants
“The covenants are nice to have. They allow you to reprice risk along the way. We still have them in most of our middle market deals, but the big quality companies, syndicated loan market, et cetera, the high yield market, they don't have covenants. So the rest…”
Kipp deVeer Jul 24, 2023 ▶ 1:02:39 Kipp deVeer – The World of Private Credit at Ares (EP.329)
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