Navigating Opportunistic Credit in the Private Market Landscape

11min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

This chapter explores the concept of opportunistic credit in the private market, focusing on solutions over products and targeting corporate counter parties. It delves into structuring investments with call protection and equity participation to capture spreads for clients amidst changing interest rate environments. The discussion also examines the impact of rising interest rates on leverage finance, default rates, and the growth of private credit strategies in providing solutions for companies facing excessive debt.

This week on The Reorg Primary View, Ashwin Krishnan, co-head of North America Private Credit and head of opportunistic credit at Morgan Stanley joins Reorg’s Catarina Moura for a discussion on the outlook for opportunistic private credit in 2024 and investment strategies that span a spectrum of opportunities between performing and distressed credits. And as always, we also bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what’s on tap for this week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/ #leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans