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We Study Billionaires - The Investor’s Podcast Network
TIP588: Lucrative Opportunities in Private Credit w/ Nelson Chu
Nov 19, 2023
52:15
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Nelson Chu, Founder and CEO of Percent, discusses private credit. Topics include the decline of the 60/40 portfolio, the state of credit markets, the growth of private credit, deal structure, interest rates and default rates, and how Percent satisfies demand in the market.
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Quick takeaways
- Private credit offers higher returns and shorter duration compared to other credit markets, making it an attractive investment option.
- Understanding the structure and characteristics of private credit deals is crucial for making informed investment decisions.
Deep dives
Private Credit: Transforming the Investment Landscape
Private credit is a growing and dynamic asset class that offers investors a path to investing in the private credit space. The decline of the traditional 60-40 portfolio has opened up opportunities in private credit, which offers higher returns and shorter duration compared to other credit markets. Private credit has experienced massive growth since the Great Financial Crisis, driven by stricter regulation on banks and the demand for credit from small businesses and consumers. Nelson Chu's company, Percent, is helping satisfy the high demand in the private credit market by offering investors access to diverse and unique investment opportunities. Understanding the structure and characteristics of private credit deals is crucial for investors to make informed investment decisions. The private credit market has proven to be countercyclical, stepping up during times of crisis and offering investors the potential for uncorrelated returns. Family offices, registered investment advisors, and institutional investors are increasingly interested in private credit as a way to enhance their portfolios and seek higher yields.
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