Dan Zwirn - Unconstrained Opportunities

1

Introduction

00:00 • 3min

2

Private Credit Is the World's Second Oldest Business

03:04 • 2min

3

Is the Limited Liability Company Taking a Lot of Risk?

04:44 • 3min

4

The Devil's in the Details, Buffett?

08:10 • 3min

5

How Do You Create a Firm Where There's No Mandate?

11:14 • 2min

6

I'm Aligned as It Gets

12:50 • 5min

7

LP in a Number of SPVs?

17:41 • 2min

8

What's the Difference Between Servicing and Operating Leverage?

19:14 • 2min

9

The Incentives Not to Recognize Issues

21:35 • 3min

10

Is Corporate Leverage Getting Longer?

24:11 • 5min

11

Is There a Risk of Negative Operating Leverage in the System?

29:22 • 3min

12

What Do You Do With the Information?

31:58 • 3min

13

Is the Liquidity Better Than Zero?

35:12 • 3min

14

Are Hard Assets Better Than Enterprise Value?

38:06 • 4min

15

The Returns Aren't That Bad, Right?

42:23 • 2min

16

The Long Term Is the Strategy, Right?

44:44 • 3min

17

How Much Do You Really Want to Lose?

47:43 • 4min

18

Is Diversification a Good Idea?

51:37 • 3min

19

Venture Capital Is a Unique Animal, Right?

54:25 • 2min

20

CLO Equity

56:43 • 3min

21

C.L.O.s - What's the Risk?

59:54 • 2min

22

Car Loan Terms Are Longer Than They Have Been Traditionally, Right?

01:01:45 • 2min

23

Is There a Scenario Where Labor Market Tightness Bails Out?

01:04:03 • 2min

24

Do You Want to Be the Last Guy to Buy a $1,000 Tulip?

01:05:48 • 3min

25

Investing in the Equity Markets

01:08:26 • 4min

26

Is There an Increasing Opportunity in Asset Based Lending?

01:12:39 • 3min