Oaktree Capital Management, every mention

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Verbatim, from the transcripts: the passages where Oaktree Capital Management comes up

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▶ 31:51 Kieran Goodwin The non-traded BDC and Oaktree's non-traded BDC, they all had to cut the dividend 10%.

▶ 4:25 Ted Seides My guest on today's show is Howard Marks, a renowned investment thinker and the co-founder and co-chairman of Oaktree Capital Management, a leading global investment firm overseeing two hundred billion dollars primarily in credit…
▶ 23:16 Howard Marks People who work at Oak Creek get battered with this all the time. 3 times in the scene
▶ 32:21 Howard Marks What happens if Oaktree has two investments in a company and public bonds and private credit, and the company has some difficulties in a tough period, and the public bond gets marked down from par to 80, and the valuation guy who works on…
▶ 39:22 Ted Seides So I'd love to turn on the 30th anniversary of Oak Tree and some of the aspects of challenges in the business.
▶ 42:59 Howard Marks The people who work at Oak Tree, I think are at Oak Tree because they agree with what I just said to you, and so they were not impatient. 5 times in the scene
▶ 44:10 Howard Marks Brookfield happened to own about 70% of Oaktree now, but they had an idea that they wanted to round out their product offering and they didn't have credit. 7 times in the scene

▶ 31:59 David Salem I think he has an ongoing role at Oaktree, but I don't even know what his title is any longer.

▶ 25:17 Sarah Samuels So the first one is Oak Tree, very well-managed. 6 times in the scene

▶ 41:00 Marc Lasry But that's what's changed, and I think what you're finding is the larger firms, whether it's Aries, Oaktree, will go out and end up doing these bilateral deals, and they'll end up using the leverage from a bank
▶ 46:07 Marc Lasry I don't mind competing against Oak Tree. 3 times in the scene

▶ 19:34 Josh Friedman If you're trying to build a business, I remember when our good friends, Bruce Karsh and Howard Marks left Trust Company in the West to start Oak Tree and almost instantly had more capital than we did, or at least as much, and we had…

▶ 4:32 Ted Seides We walk through the intricacies, tensions, and dynamics of the Caesars bankruptcy, whose stakeholders included Apollo, TPG, GSO, Elliott, Silverpointe, Oaktree, and Appaloosa,
▶ 22:47 Max Frumes Oak tree was probably the main example of a large fund with multiple investments in Caesars from the very beginning. 2 times in the scene
▶ 32:09 Ted Seides We've got Oaktree in the second liens. 4 times in the scene
▶ 36:53 Ted Seides You've got Oaktree, as you said, Appaloosa comes in on the other side. 2 times in the scene
▶ 42:12 Max Frumes But ultimately, with all that was hanging over them, they agreed that they would give up all of their initial equity investment, which is what Appaloosa and Oak Tree and the second lane creditors were demanding, not just for the profit,…

▶ 26:21 Ron Biscardi Howard Marks from Oaktree will be there, so it's pretty exciting for us to expand a little bit, but make no mistake about it, the key offering and the main reason that we've been able to attract the number of funds and investors, it's…

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