The Insight by Oaktree Capital

Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien

Oct 10, 2024
Guest
Steve Tesoriere
Guest
Kenya Williams
Join Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien for a deep dive into the credit cycle and real estate trends. Steve, a Co-Portfolio Manager, shares insights on liability management and distressed debt strategies, while Kenya discusses emerging opportunities in commercial real estate amidst rising interest rates. The team analyzes the impact of demographic shifts on investment decisions, particularly in medical office buildings, and explores the complexities of managing private credit markets and defaults.
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Episode notes
1
Intro
00:00 • 3min
2
Navigating Credit Market Challenges
02:32 • 14min
3
Navigating Liability Management Exercises
16:04 • 4min
4
Navigating Modern Default Rates and Investment Strategies
19:39 • 3min
5
Navigating the Landscape of Lateral Market Exits
22:33 • 2min
6
Navigating Real Estate Dynamics
24:20 • 12min
7
Important Disclaimers and Legal Notices
35:57 • 3min