Ep 26 - NorthWall Capital founder Fabian Chrobog on opportunities in European private credit

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In episode 2 of the second series of the AFI podcast, host Will Wainewright is joined by Fabian Chrobog, founder of North Wall Capital, a near-€2bn private credit manager based in London. See topics covered in the notes at the bottom of this section.

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Release date: 10 December 2024

*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*

1:28 - Introduction to Fabian and North Wall

3:16 - Evolution into diversified firm

4:59 - Impact of higher-for-longer rates outlook. Focus on situational complexity opportunities.

9:29 - Focus on asset-backed opportunities.

11:36 - Is it ‘next frontier’ in private credit?

12:25 - Legal assets strategy

14:36 - How do you make decisions on which legal situations to focus on?

16:45 - Impact of US election result?

18:29 - ESG agenda has taken a battering - implications?

20:27 - HQ in London and thoughts on political changes

21:46 - Message for the Labour government?

22:05 - Continuing focus on European illiquids. More international interest.

23:23 - Bubble in private credit?

24:50 - Culture and recruitment

26:27 - Key priorities for 2025 

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