
The Credit Clubhouse E8: BDCs - Consistent, Compelling Returns with Matt Freund of Barings
Apr 24, 2025
35:13
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit. We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price. Remember to follow the show, rate us, and leave a review. Your feedback is invaluable to us as it helps us improve the show.Welcome back to our latest installment of The Credit Clubhouse, as always I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst.Joining me today is Matt Freund, who is the President of Barings BDC. Key topics covered:- The different types of BDCs- How investors should think about BDC fees & alignment- The attractiveness of the investment opportunity - Structural changes of the last decade- Interest rate environment and regulatory impact on BDCs- Stress on the borrower- How should PIK be used and evaluated?- New private credit entrants- The blurring of private and public- ETFs- Predictions for the coming year- And much more...
