
Right placement, right time, with Jess Larsen, Briarcliffe Partners
Cloud 9fin
Competition and Differentiation Strategies in Direct Lending
The chapter discusses the competition and differentiation strategies in the direct lending market, including scaling up and lowering fees to improve investor performance. It explores the predictability of returns in private credit and the potential impact of a recession on default rates. The chapter also highlights the importance of workout capabilities and a strong track record in the direct lending industry.
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