On today’s show we welcome special guest, Morgan Stanley Direct Lending Fund's President Michael Occi. Morgan Stanley Direct Lending Fund (MSDL) seeks to achieve attractive risk-adjusted returns by investing primarily in directly originated senior secured loans issued by U.S. middle market companies. On the show, we discuss:
- Why investors should consider an allocation to private credit
- What explains the significant market share growth of private credit in financing buyouts
- MSDL’s defensive approach to lending, with a focus on first lien loans
- His thoughts on the current market environment for private credit loans
- And more
Absolute Return Podcast