private credit managers

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 14, 2023 by Ted Seides · across every show →

Everything said about private credit managers, oldest first

Oct 14, 2023 neutral

Opinion

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?

Sep 12, 2024 negative

Insight

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)

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private credit managers

Everything said about private credit managers, oldest first

Turn any episode into a week of clips.