syndicated loan market

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 24, 2023 by Kipp deVeer · across every show →

Everything said about syndicated loan market, oldest first

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)
Nov 17, 2025 positive
Assertion Supported
Lyon: Direct lenders now hold $2B per deal, competing with syndicated loans
“Today, direct lending competes with the syndicated loan market. Big players have hundreds of billions of dollars. They will hold two billion dollars in a name, so it's no longer a cottage industry supporting the underbanked. It is a direct competitor to the sy…”
David Lyon Nov 17, 2025 ▶ 20:24 David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
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