
Kipp deVeer – The World of Private Credit at Ares (EP.329)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Private Credit Dynamics
This chapter explores the intricacies of private credit investing, focusing on strategies to identify low-risk companies and optimize portfolio management. It discusses the balance of market knowledge, pricing, and the competitive landscape, while highlighting the challenges in today’s financial environment, including rising interest rates and the impact of excessive debt. The conversation also delves into emerging opportunities in non-corporate lending and strategic deployment of capital within diverse global markets.
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