The speaker discusses their promotion to Portfolio Manager at Soundpoint and how their day-to-day role has changed. They mention managing the entire portfolio, borrower concentrations, industry concentrations, correlations between assets, and deciding on investment opportunities.
Morgan Dean, a portfolio manager on Sound Point Capital Management’s Capital Solutions team, discusses areas of opportunity within asset-backed lending, and dry powder in the market vs. deal quality in private credit with Reorg’s James Holloway. Sound Point is a credit-focused asset manager, and pro forma for the recently announced acquisition from Assured Guaranty, will have $47 billion in assets under management.
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