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Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating the Direct Lending Landscape

This chapter chronicles the speaker's transition from systems engineering to investment banking and the establishment of a direct lending platform. It explores the evolution of direct lending as an asset class, regulatory impacts post-global financial crisis, and differentiates direct lending from syndicated deals. The discussion emphasizes investment strategies focused on stable businesses and highlights the importance of relationships and due diligence in sourcing opportunities within private markets.

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