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Private Debt Investor Podcast

PEI Group
Private Debt
Private Credit
Asset-Based Finance
Private Equity
Sustainability Linked Loans
Investment Strategies
Fundraising
Interest Rates
North America
Blackstone
Direct Lending
Private Debt Investment
Opportunistic Credit
EU Securitization Framework
Environmental Sustainability
Rithm Capital
Inflation
Europe
ESG
Liquidity

Want to be kept well informed about all the emerging trends and key developments in private debt investment? You’ll find what you need right here, where PDI’s reporters and analysts share their own deep insights, as well as speak with many of the asset class’s most prominent individuals, on topics like deal origination and execution, fundraising, regulation, technological innovation, sustainabilit... more

PublishesMonthlyEpisodes33Founded3 years ago
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Artwork for Private Debt Investor Podcast

Latest Episodes

This episode is sponsored by Barings

Diversifying strategies is hugely popular with investors right now – and for good reason. Macroeconomic upheaval is prompting LPs to take a closer look at their credit portfolios and evaluate where their capital ... more

Private Debt Investor’s Europe Summit brings together leading industry figures for two days of networking and panel discussions, where artificial intelligence, the democratisation of private markets and the rise of asset-based lending were among the ... more

Having shot to prominence in the early part of this decade, have sustainability-linked loans (or SLLs) become an enduring part of the private credit landscape? Or have they quietly gone out of fashion?

In this special edition of the podcast, co-host... more

In this episode, we examine some headline-grabbing company failures such as First Brands, Tricolor and Carriox – and ponder what lessons and insights there might be for the private debt asset class.

While private debt exposure may have been relative... more

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Recent Guests

Dadong Yan
Head of Portfolio Finance for Barings, based in Boston
Barings
Episode: Mixing things up: How portfolio finance helps LPs find balance
Matt Hansford
Portfolio manager in Barings' European team
Barings
Episode: Mixing things up: How portfolio finance helps LPs find balance
Nishan Srinivasan
Co-leads the private credit strategy at Ambienta
Ambienta
Episode: How the sustainability-linked loan market is evolving
Michael Nierenberg
CEO of Rithm Capital
Rithm Capital
Episode: The diversification dilemma: Why ABF offers a solution to LPs
Randy Schwimmer
Vice Chairman and Chief Investment Strategist at Churchill Asset Management
Churchill Asset Management
Episode: Private debt’s show of strength
Laura Parrott
Senior Managing Director and Head of the Private Fixed Income Group at Nuveen
Nuveen
Episode: Private debt’s show of strength
Michael Massarano
Partner and Deputy CIO of Arcmont Asset Management
Arcmont Asset Management
Episode: Private debt’s show of strength
Brook Hinchman
Managing Director and Co-Head of North America for Oaktree's Global Opportunity Strategy
Oaktree Capital Management
Episode: Oaktree on its $16bn opportunistic debt fund
Jared Parker
Managing Director and Co-Head of North America for Oaktree's Global Opportunity Strategy
Oaktree Capital Management
Episode: Oaktree on its $16bn opportunistic debt fund

Host

Toby Mitchnell
Senior editor at PEI Group, involved in production and editorial direction across episodes

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Talking Points

Recent interactions between the hosts and their guests.

Retail, ABF and diversification – key takeaways from the PDI Europe Summit
Q: How is asset-based lending viewed in relation to direct lending?
Asset-based lending is seen as a big opportunity that complements direct lending, offering diversification and access to a broader set of collateral and risk profiles without replacing core direct lending portfolios.
Retail, ABF and diversification – key takeaways from the PDI Europe Summit
Q: What were the main headlines from the panel on the first day?
The market appears to be staged differently in Europe versus the US, with retail capital in Europe still underdeveloped and eyes on diversification within private credit rather than a wholesale shift away from direct lending.
Mixing things up: How portfolio finance helps LPs find balance
Q: Before we get started, could I ask you both to introduce yourselves to our listeners?
Matt Hansford introduces himself as portfolio manager in the European team; Dadong Yan introduces himself as head of portfolio finance for Barings, based in Boston.
What's driving the growth of private credit secondaries
Q: What is motivating credit managers to pursue GP-led transactions?
Managers may pursue GP-led transactions to optimize their capital structures or provide liquidity options to investors while allowing them to continue investing in performing assets.
What's driving the growth of private credit secondaries
Q: What do you think is driving LPs to sell in today's environment?
LPs are managing dynamic circumstances such as changes in leadership, portfolio management strategy, and allocation issues, which leads them to actively manage their portfolios.

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Frequently Asked Questions About Private Debt Investor Podcast

What is Private Debt Investor Podcast about and what kind of topics does it cover?

The show consistently centers on private debt and credit markets, with episodes often weaving together macro backdrop, deal mechanics, and investor perspectives. Discussions frequently dip into asset-based finance, private credit strategies, and the evolving role of insurance and institutional investors in private markets. Guests range from fund managers and inspectors of credit cycles to senior editors covering regulatory and market dynamics, producing a blend of educational content and practical insights for LPs and allocators. A notable throughline is the emphasis on risk management, due diligence, and the evolving use of structured financing to navigate volatility, inflation, and rate cycles. The format tends to mix timely market analys... more

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Which podcasts are similar to Private Debt Investor Podcast?

These podcasts share a similar audience with Private Debt Investor Podcast:

1. The Credit Edge by Bloomberg Intelligence
2. The View From Apollo
3. FICC Focus
4. Dry Powder: The Private Equity Podcast
5. Exchanges

How many episodes of Private Debt Investor Podcast are there?

Private Debt Investor Podcast launched 3 years ago and published 33 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Private Debt Investor Podcast?

Recent guests on Private Debt Investor Podcast include:

1. Dadong Yan
2. Matt Hansford
3. Nishan Srinivasan
4. Michael Nierenberg
5. Randy Schwimmer
6. Laura Parrott
7. Michael Massarano
8. Brook Hinchman

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